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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?

To: iggyl who wrote (18259)	4/4/2012 2:22:45 PM
From: sylvester80	Respond to of 32692

Many semi companies sell products into Apple eventually burned in flame; portal player, lsi(consumer division) come in mind. I'm paying close attention to CRUS, it's almost ready... Message 28058639 And look at the charts of all the companies you mention versus CRAPple.... that should be your answer....

To: iggyl who wrote (18259)	4/4/2012 3:41:12 PM
From: pyslent	Respond to of 32692

"Most of Apple's main suppliers, starting with Samsung, Qualcomm, Broadcomm, not to mention Hon Hai, are making record profits. There is some really bad, even bizarre, investment information going on around here." As a component supplier, if you can't make money with the scale that an Apple contract gives you, you are in the wrong business. No doubt, Apple is a tough negotiator with respect to pricing and QC, but they can only squeeze hard when competition exists to meet their demands. it does them no good to drive their suppliers out of business.