skyworks, you see, is ground zero for the smartphone tsunami. this is why i've been -- let's call me a broken record. i don't mind. about the mobile internet revolution. the creation of game-changing device that's can connect to the web anywhere, giving you voice, data, video, storage, all in one nifty little device like apple's iphone, research in motion's blackberries. i've said this is the biggest product cycle, the biggest sector of growth trend in technology since the recognition that the regular internet was the next big thing in the late '90s or even the mass rollout of the personal computer in the early '90s. one that should allow to you rack up similar huge multiyear gains if you own the right stocks. remember, i come out here to teach you. when i was at my hedge fund, those were the two major trends that i played that made me the most money. i look for major trends. this is it. i will not shut up about this trend because, quite simply, it's right. which is why i keep hammering away at the theme. and now we've got the data to prove it.

need i remind you apple ciena, skyworks, abc telecom, com scope, tekelec. here's the bottom line. if the economic fundamentals are a push, creating the yo-yo action, which i refuse to use again because i couldn't even do cat's cradle, then what happens? we default to the fundamentals of the money management business, which remains positive going into a fourth quarter with huge gains under our belt including the best quarter in ten years. just finished today. and of course we keep our portfolios diversified. not to mention play "am i diversified" on this very show. let's start with the calls. let's go to amy in florida. amy. >> caller: hey, jim. and a great big boo-yah. >> look at that sunshine boo-yah. you know how to play. you start right at the top of the show with high energy. i say hallelujah. ♪ hallelujah okay. hit me. >> caller: i'm relatively new to stock investing and chart analysis, and you guys have helped me out extremely there at cnbc. i'd like to thank you. >> thank you. the whole network dz a very good job. very good job. >> caller: my question is on outdoor corporat

the smart phone revolution -- remember yesterday, we had david aldrich, one of our favorite guys, skyworks solutions up 10% today. and they make the power amplifiers for these phones. he came on the show to talk about how business is booming, because he just raised his fourth quarter forecast to genuine, much better than expected. as i said at the top of the show, much better than expected. when it isn't expected is huge. smart phones have gone from luxuries to necessities. as everyone wants to have voice data e-mail, storage, photos, facebook, twitter, you name it. all in one gadget. and that's created a gigantic band width shortage. we just don't have the mobile internet infrastructure to handle all of the music and videos that people are downloading on their short phones. i just witnessed, there was a great story last week in the "new york times" how the iphone is overloading the att cellular network. the average iphone user takes up ten times the capacity of even the average smartphone user, causing dropped phones, slower download speeds, which is a big reason at&t plans to spend most