Semiconductors are commodities, right? Anyone can make a chip? So investors can switch out, say, Skyworks Solutions for any of its competitors? In fact, without proprietary technology, why own any of the stocks in this group at all?
Not true, said Skyworks CEO David Aldrich. He spoke to Mad Money on Thursday about this, as well as a recent downgrade of his stock, news that Apple plans to design its own chips and his proof that the economy is turning up. Watch the video for Cramer’s full report.
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