Skyworks Solutions (SWKS) is potentially breaking out of an intermediate sideways base.  Buying near some key support areas like this we have very easily seen stop loss areas just below - or we can choose recent lows i.e. $13-13.25 area if we want to give it more leeway.  Adding a 1% exposure in the $14.20s - if the market takes off there should be no resistance until mid January highs in the mid $15s (9% higher). Peer TriQuint Semiconductor (TQNT) is also looking quite nice on the chart - waiting for that one to make new 2010 highs before adding.  Technology seems to be an area of strength as I look through the charts - ironic, considering it was perhaps the worst sector in January 2010.  How quickly HAL9000 changes his mind.

Long both names mentioned in fund; no personal position