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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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To: BUGGI-WO who wrote (3413)2/16/2008 1:23:16 PM
From: bobs10  Read Replies (1) of 4590
 
you:

The world is really going to a phone production around 1500mio./year in a few years.

me:

Yeah, if I had to pick a part of the tech area that looked the most recession proof it would be handsets, in particular low/mid end stuff. This cell/handset stuff is still too new, kind of like PCs were in the nineties. Lots and lots of room to grow. And as you said, unlike most other consumer items, handsets are much more in the necessity than luxury area. Not too many iPhones are being sold in China/India, but upward creep will occur over time. Hopefully just as Eclipse is coming online in a big way.
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