when we saw skyworks product inside we rushed to buy the stock.ow recently we learn that skyworks is in apple devices for the foreseeable future. but the news has hit, the strength of apple's iphone sales so it worked out to be nothing more than a push for skyworks at best. remarkable turn versus where it was last year at this time. take cirrus logic. simply the best at what it does, why i was i able to get that business. now viewed as a one for one trade with apple. and can't defend itself because big bully apple won't let cirrus talk about its business with the iphone maker so totally at sea. you know how crazed things have become in the hate apple world? watch intel, slowly creeping up, despite no momentum and a costly build-out to keep pace with competitors. i think it's rallying because it's being perceived as not being caught up in the apple vortex. the iphone, the ipad, the ipad mini that's created pain for shareholders in a big way. those who desperately want apple phone business think it's only a matter of time before apple stops buying c

it's skyworks, swk. >> oh, it's okay. first of all, thank you. both from samsung and apple you would think that would move up but i got to tell you don't buy although it is inexpensive. let's go to char. >> caller: what do you think exr? >> i like public storage better. it yields more. let's go to mike in new york. mike. >> caller: this is mike from new york, and i want to wish you and your staff a crazy eighth anniversary boo-yah. >> yes. thank you. >> caller: and thanks for helping all us novices. my speculation stock play is sqn. >> if you had said speculation, i would say absolutely not. i do not like that company, but i will let you get away with -- let's go to new jersey. jim. >> caller: jimbo. >> yo, yo. >> caller: boo-yah. >> boo-yah. >> caller: wgo, winnebago. >> that's for me. i like that stock. ladies and gentlemen, in conclusion of the lightning round. let me give you a flavor for what's going on. here are some of my buddies i brought. take it easy. i own a couple longhorns. i know the drill. >>> welcome to the heart of american manuf

number five, skyworks solutions. $4 billion market cap and gets high marks for the treatment of the environment, compensation for employees, and the sippet quality of its products. number four, google. the site says google creates a good work/life balance for employees and gets high marks for philanthropy. the stock chart topped $800 bucks a share, up 33 #% in 52 weeks. palmolive. they have an a for treating employees and offering a good return on call, up 20% over the past year. number two, the computer company, tera data corporation, a $10 billion market cap with an a for the way it treats investors even though the stock is down 1% year over year. the number one best public company is cumi inc, that service and manufacture engines in related technology with a $21 billion market cap with an "a," for customers, and consistency in pricing and a fair score for how they treat the world. the stock is down 2% for the year. more to come, my two cents more on history repeating itself on the high seas issue and the state of

an iphone that's appropriate for the china mobile tdde network and we're expecting qualcomm and skyworkslike that to come out winners when the phones come out, but coming back to how you play the winners and losers here, i think that this round right now samsung's first with the galaxy s4. this round goes to them and now it's up to apple to claw their way back. >> apple is positive by more than a percent and a half. some are reading that as a sign that they have nothing to worry about after last night. >> i don't know that a 1% move says nothing to worry about to me. i think a little bit of a relief bounce here. i think what people are more focused on is what kind of dividend we have from them and we're a few month away from knowing what the apple retort will be on the technology side. >> inevitably, we painted an apple-samsung battle and whether it's more about htc and nokia anda black berry is keeping those guys at bay as they catch up with smart phones. >> that's some of it because right now it looks like a two-horse race and i don't see anybody else closing the gap at this juncture.

. >> when they ding apple, they ding skyworks, but the stock did not go down, i don't know what it's't bad. >> general mills, i love stocks that go up over time slowly and then when they report, actually accelera accelerate. that's general mills and ken pal. we should be talking about guys like ken powell more because they are what makes investment fabulous. great balance sheet and we all know their product, by the way. general mills and a great manager. 52-week high and great dividend policy and he has what i call the social compact with his shareholders. he will raise his dividend and buyback stock. i'm looking for social compact ceo steve holmes from wyndham worldwide. that stock has the ultimate social compact and the biggest move from the bottom in march 2009. i'm going for the social compact. >> all right. i expect to debate on your show. >> all right. >> toss it. i'm using one of those terms. >> i got you. next up on "squawk on the street," the ceo of model n on the company's wall street debut and that, of course, is on the very hot start on that trade and the stock is up 34%

we're also recommending skyworks, the category leader in connectivity. vendors. with apple we're saying, let's see what they've got. let's see what the competition has in store coming up march 14th when the s-4 comes out. >> alex, thank you for joining us. appreciate it. >> thank you so much. >>> now that the sequester notices have been sent out, when will we see the true impact on the broader markets, and indeed, on the municipal bond market. good morning, peter. >> good morning, simon. >> i guess in terms of from your standpoint in terms of munis, the rubber meets the road in those states that have the greatest exposure to the federal government. it's obvious, what are you looking for here? will there be downgrades, do you think? >> i think across the united states, states in general receive an awful lot of aid in the form of federal outlay. there will be an impact. but the impacts are going to be felt differently in different areas. for instance, hawaii, alaska, y d.c., high dependency on federal spending and federal employment. so you'll see impact t