Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 191.04

-2.5%

Jan 16 3:59 PM EST

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To: Kirk © who wrote (2952)	3/31/2015 5:37:39 PM
From: robert b furman	Read Replies (1) of 27076

They might. I have a sneaky suspicion that Intc likes higher margins than TSMC and others. Only aapl seems to be able to pay the higher price for top of the line chips (intc's)and that's because they are the high end / luxury aspirational esteem driven products. I'm thinking phones are going the way desk tops did ,but price is even more so the most important. Even low end desk tops usually allowed a faster microprocessor and / or more memory. I don't think that is the case in smart phones. It is all about price and it will probably get worse. before it is over every baby will be given a smartphone in the hospital.LOL Bob

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