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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: cluka who wrote (54721)11/23/2011 12:27:01 PM
From: Sam   of 95530
 
Well, we'll see--the holiday season will be crucial. As always. Sure, China smartphone sales will have lower ASPs, that is the point--vendors are designing lower end smartphones to meet the demand in between bare bone phones and smartphones. They are still sales, and they use memory, chips and storage. That is what matters to me. They can't copy hardware like they can copy software.

All that said--I appreciate your input a lot, thanks. I mean that.
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