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

To: Elroy who wrote (82359)	1/24/2019 7:35:39 AM
From: robert b furman	Read Replies (1) \| Respond to of 95487

Hi Elroy, To me it is definitely a pent up market for higher end smartphones. Today while driving in The Woodlands Tx I noticed the first 5G cell unit installed on a street light pole. Both T and VZN are building out The Houston area. Who's going to buy an $800 to $1200 phone that is obsolete before you buy it? As 5G build out accelerates this year - the problem becomes more pronounced. IMO Add to that, new foldable OLED phones are displacing the need for a tablets or laptops as one device and a smartphone as a second device. When we all just need one device and it folds and is bigger (some even fold into three panels) - there will be fewer chips needed. A confluence is coming of wonderful 5g smartphones with foldable OLED screens. Until the buildout gains implementation to a greater degree - high end smartphones will be slower sellers. Bob