himac's  Instablog

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Stock trader for the last 40 years,
  • Intel Investors Beware. 0 comments
    Apr 7, 2013 11:34 PM | about stocks: INTC

    Gartner - 2013 Smartphone/Tablets Sales Roar;PCs Plummet

    "Of the 1.875bn mobile phones to be sold in 2013, 1bn units will be smartphones, compared with 675m units in 2012."

    "The proliferation of lower-priced tablets and their growing capabilities is accelerating the shift away from PCs." ie cannibalization of Intel's PC chips.

    Disclosure: I am long ARMH.

    Stocks: INTC
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