mollytjm

MEMS Microphone Will Be Hurt by Downturn in Smartphone Market

I think you're going to see a bigger jump than that in smartphones, though you're spot on about cellphones in general. I have an iPhone, which i never thought i'd use for games and books, but i do, all the time...and anytime i use it now, someone stops me and says 'i have to get one of those'... and it's all sorts of people of all ages. I've never had this happen with anything else i've ever owned. Pent up demand that has so far been tracked is just the tip of the iceberg. Rim and Apple stocks will do very well and whatever companies supply the parts will go along for the very nice ride.

Tech May Be a Wreck, But This Isn't 2001

and...APPL has an extra cushion that extends profits because of the kick-back arrangement with AT & T for it's iPhone. And..they have profitable retail space just for their brand. those stores are still heavily frequented, even when malls are slow, leading one to expect a lot of pent up demand that will manifest in holiday sales.
in addition, purchases from the itunes and apps stores are enormous and growing. these are relatively inexpensive items so once the initial product (ipod, computer, iphone) is purchased, it doesn't seem like much of an expense to 'shop the stores'.
It'll be after Christmas that will tell more of a story. The top well funded players will survive nicely...i think the others will be in trouble.