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Smart phones; from hardware to delivery.

|Includes: AAPL, AKAM, IDCC, Synaptics Incorporated (SYNA)

The smart phone industry touches on many important technology sectors and each of these sectors are integrated in such a way that they contribute to an overall product and service.

The most fundamental differentiating piece of hardware in the smart phone is the touch screen. Synaptics (NASDAQ:SYNA) is a leading developer of interface solutions. One of their major products is the ClearPad, which has recently been extended to recognize up to 10 simultaneous finger touches. Although hardware is only part of the story, smart phone users require a high level of simplicity in order to be functional in the mobile setting. It is this combination of software and hardware which leads to a very successful product.

(NASDAQ:AAPL) is largely responsible for a more interactive and dynamic phone experience. It is this interactivity which has helped fuel the insatiable demand for content at any place and at any time. Akamai (NASDAQ:AKAM), which is an expert in content delivery will surely benefit as individual users require an increasing appetite for online media from the mobile industry.   

Disclosure: Long AKAM, Long SYNA, Long AAPL, Long IDCC.