Mona buys MBLY 49.43: The non-mobile business is approximately 25% of revenue, giving the company some diversification of revenue as well.

Apple's potential growth slowdown is a risk, but the beauty of Skyworks is that it's largely agnostic when it comes to brand -- it doesn't matter whether it's an Apple, Samsung, or Chinese branded smartphone, as long as there are Skyworks chips inside. Some have assumed that revenue from China is greater than 80%, but that's probably a result of using sales figures related to electronic manufacturing and assembling customers in China, not end customers. The market was spooked by fears of a general slowdown in China, but the region only comprises 20-25% of Skyworks' revenue. So with China potentially slowing, and Apple's stock falling, why did Skyworks not decline as well? Skyworks doesn't disclose what percentage of its revenue comes from Apple, but analysts have estimated it could be as high as one-third.


Emily:
For Skyworks and Mobileye, both price and volume were up on Monday, even while everything else was being sold.

Rosario:
It's only when the tide goes out that you can see which companies investors are sticking with.

Cathi:
The only downside is that investors don't know if market participants are buying up a stock because it's a great company or because they're buying everything indiscriminately.

Nilsa:
Our products are or will be integrated into car models from 23 global automakers including BMW, Ford, General Motors, Nissan and Volvo. Our products are also available in the aftermarket.

Millie:
Listeners should login at least 20 minutes before the presentation is scheduled to begin in order to register, as well as download and install any necessary audio software.

Elicia:
Micron Technology, Inc. (NASDAQ:MU) caters to the Technology space.

Luci:
Under the terms, Dominion will invest around US$500 million, and SunEdison, $150 million.

Lorena:
Analog Devices sees Q4 2015 EPS of $0.79-$0.87, versus the consensus of $0.79. Analog Devices sees Q4 2015 revenue of $880-940 million, versus the consensus of $879.33 million.

Maryrose:
Looking forward, Mobileye will continue to develop innovative technologies to maintain our leadership position and benefit from the accelerating autonomous industry trends.

Shanae:
During the quarter, we saw further support for regulatory implementation of ADAS and continued customer interest in the adoption of autonomous driving.

Mobileye N.V. (NYSE:MBLY)
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