Cell-Phone Chipmakers Aren't Immune to SARS

The latest tech casualties of SARS are Motorola(MOT Quote) and TriQuint(TQNT Quote), which in the past week have each blamed the disease for hurting sales in Asia.

But RF Micro Devices(RFMD Quote) and Skyworks(SWKS Quote), which play in the same market, certainly aren't immune from the same earnings cooties -- if not now, then possibly later in the year.

The two cell-phone chipmakers claim lousy business in Asia is already built into their June quarter forecasts. They've already disappointed Wall Street with (identical) forecasts for sequential sales to be flat to down 5%, issued back in April. ...