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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (120178)1/21/2014 1:22:39 PM
From: Art Bechhoefer  Read Replies (1) | Respond to of 196546
 
Smartphone sales ought to be down in the UK and Germany, and in other EU member states as well. They're in a continuing recession brought on by austerity policies that are continuing at present. However, what is happening in the EU does not necessarily affect smartphone demand in Africa, the Middle East, India, China, and Latin America. Of course, if the EU were resuming economic growth instead of continued recession, overall demand for smartphones would increase elsewhere as well.

One should not use data from two European states in recession as a proxy for the health of the worldwide smartphone market.

Art



To: slacker711 who wrote (120178)1/21/2014 3:23:36 PM
From: Jim Mullens  Read Replies (1) | Respond to of 196546
 
Slacker, re: Kantor on UK / Germany smartphone sales

"....Kantar just tweeted that smartphone sales were down double digits YoY in the UK and Germany.

I'm not sure how to square this with data points from companies like Skyworks which indicated that mobile was doing reasonably well. ..."

I thought the Skyworks report was more positive than "reasonably well"

Message 29336366


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