Invest in Smartphone Technology!

Smart Phones

The "toggle" button in the top right will help you enlarge this and you should be able to print it. Anyways, the smartphone business in my view has only began to grow and firms who are not only producers but part of the supply chain will propser in great lengths. From my research, smartphones only have about 15% or less of the market currently, which in my view is could double if not triple in 2-3 years. Apple has about 18% or so of the market with just 1 phone, which in my view is incredible. If they actually move to other providers like a Verizon and develop more models with colors or something, the stock could print $300 just due to the fact that the market is so underdeveloped. Same with Research in Motion; however, from my belief their niches are a bit different. I think RIMM will probably hit a lower income consumer and business professional. The growth may not be as robust as Apple but in my view, I think all the companies will run, even Nokia and PALM is getting rave reviews with the Pre. Now, that is just phone providers....let's begin to explore more in detail, let's say components...what is in these type of phones?

Well touch screens is one thing and CY is a huge player there and even the glass screens with Corning (GLW) will benefit...in addition semiconductors will work like SWKS, TQNT, RFMD, QCOM, and the lists go on forever....and bandwidth providers work too, like a CIEN, ADTN, etc...and web analytics firms like GOOG or OPWV....

Anyways, you get my point...this is a massive arena that has UNBELIEVEABLE growth and market share battles will begin soon. The main issue is that this is not a "trade" but rather an "investment" because the smartphone growth will NOT occur in days, weeks, or even months but rather in 12-48 month periods....kind of like the digital music platforms or internet retail, etc.

With that being said, I am will accumulate exposure soon but will ignore flucuations in prices and just hold out for richer returns!