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

To: FJB who wrote (61145)	8/19/2013 10:59:27 AM
From: robert b furman	Respond to of 95530

Hi FUBHO, The evolution of pc's to laptops showed us that not just price point drops occurred.More features (memory,and speed and with mobility apps) slowed the price cutting. My bet is we will all have better faster longer memory and power as price cuts get to be the last event wanted. I believe this is what happened in Computers and will be a repeat in mobility products. Both of those evolutions will give us wonderful products that will crowd the Infinera 100 g pipes.lol That beiing said it will be a global market and emerging countries may sway to the low end. It may well be that is what we're seeing with Nokia and Msft aiming for the low end in emerging markets much like Nokia did with standard cell phones. The fact that emerging markets are also part of the growth picture is a huge unit count boost. Just think how long it took for PC's to get into the emerging market growth - years vs almost simultaneoud for smart phones. Always good to hear your posts Bob

To: FJB who wrote (61145)	8/19/2013 4:29:15 PM
From: Woody_Nickels	Read Replies (2) \| Respond to of 95530

Not only that, but ASPs for smartphones are dropping, according to the article, leading to lower margins.

To: FJB who wrote (61145)	8/19/2013 6:46:54 PM
From: Sam	Read Replies (1) \| Respond to of 95530

Fair enough, except that it isn't as though the actual number of high-end smartphones being sold is going down; it is that the rate of growth for them is going down as the lower and medium priced phones increase their share. But even a lot of the medium priced phones have a gig of DRAM and, even if they only have 8GB of storage, they have card slots for expansion. And their specs are getting better as well. The real point is that people are buying lower and medium end smartphones instead of feature phones rather than lower end smartphones instead of higher end smartphones. It is a move up, not a move down. At least, that is how I read it. re: The thing to keep in mind is that 8 super-cheap smartphones with 8GB of NAND, 512MB DRAM and a cheap CPU will have the same amount of silicon a one high-end iPhone 5 with 64GB of NAND, 1GB and a high-end CPU. So the unit growth in smartphones could be misleading if it all comes from low-end phones, some of which are sold in place of high-end phones.