SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Lance Bredvold
waitwatchwander
To: Art Bechhoefer who wrote (120179)1/21/2014 1:46:57 PM
From: slacker7112 Recommendations  Read Replies (1) of 196549
 
Smartphone sales ought to be down in the UK and Germany, and in other EU member states as well. They're in a continuing recession brought on by austerity policies that are continuing at present. However, what is happening in the EU does not necessarily affect smartphone demand in Africa, the Middle East, India, China, and Latin America. Of course, if the EU were resuming economic growth instead of continued recession, overall demand for smartphones would increase elsewhere as well.


One should not use data from two European states in recession as a proxy for the health of the worldwide smartphone market.


1) I think that most consider UK and Germany economies to be healthier this year than last.

2) Neither market is fully saturated so there should still be growth within smartphones even if total handset sales are hit by the economy.

3) What is your explanation for Verizon smartphone sales declining by 10%? It wasnt share loss. They saw a substantial decline in their upgrade rate.

None of this is a read through to developing markets. It is however possible that these three data points are representative of the US and Western Europe. The value of both of those markets is substantially higher than represented by their unit share.

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News