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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: robert b furman who wrote (61143)8/19/2013 10:42:19 AM
From: FJB  Read Replies (3) of 95530
 
The thing to keep in mind is that 8 super-cheap smartphones with 8GB of NAND, 512MB DRAM and a cheap CPU will have the same amount of silicon a one high-end iPhone 5 with 64GB of NAND, 1GB and a high-end CPU.

So the unit growth in smartphones could be misleading if it all comes from low-end phones, some of which are sold in place of high-end phones.
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