Carl Howe

Catching The 'Fifth Wave' of Tech -- But Heading For A Wipeout? (MSFT, CSCO, INTC, QCOM, AAPL, VZ)

Actually, yes there is data. I went to the Consumer Electronics Show Preview in NYC last week, and got some of the data from the Consumer Electronics Association about this year and this holiday season. The bottom line: while unit sales will be about flat this year, revenues for consumer electronics will be up about five to nine percent. Why? Because average prices are going up, driven by products like Apple iPods displacing CD players and plasma TVs displacing CRTs. You can read a longer writeup at my blog. There are also some pictures of other cool CE devices there too.