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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (832)	1/21/2011 9:36:43 PM
From: pyslent	Respond to of 3170

A push on North America was evident as more than half of the $9.55 billion in revenue it made in all of 2010, 50.6 percent, came from North America; it shipped 24.6 million phones worldwide last year. Wow, the smartphone market isn't what it used to be. I remember the days when Palm would guide to $1.6B annual revenue and expect to break even. HTC is killing it on the top line, but GM (~29%) and opex ($2.1B) is really tough. All that work for a 5% operating profit. And it probably will get worse (for all manufacturers except Apple), when Android inevitably moves downmarket. As Sylvester once predicted, "So expect their MARGINS to get slaughtered."