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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (2655)2/12/2007 10:28:54 AM
From: Casaubon  Read Replies (1) | Respond to of 20435
 
thier balance sheet is strong enough to weather any such downturn and the future is all about digital image sensors. It is going to be an amazing growth story, just like the ubiquitous PC. They don't even need to dominate the market, just participate. However, WFC gives them a strong edge...

PS declining ASP is the major factor in the growth trend of all commoditized electronics. You must look deeper than that, IMO.