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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (54720)11/23/2011 12:04:22 PM
From: cluka  Read Replies (1) | Respond to of 95536
 
Sam,

That Samsung news is a month old, that was when HTC was talking about 20% higher revenue. I will be shocked if Samsung does not lower expectations too.

As for China sales, be mindful what passes for smartphone in China. Those phones will not drive growth in much of anything. It's like car industry, highest number of units sold but revenue fraction of what is sold in US.