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

To: cluka who wrote (54721)11/23/2011 12:27:01 PM
From: Sam  Respond to of 95531
 
Well, we'll see--the holiday season will be crucial. As always. Sure, China smartphone sales will have lower ASPs, that is the point--vendors are designing lower end smartphones to meet the demand in between bare bone phones and smartphones. They are still sales, and they use memory, chips and storage. That is what matters to me. They can't copy hardware like they can copy software.

All that said--I appreciate your input a lot, thanks. I mean that.


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