Friday, January 6, 2012

Two Stocks to Play Smartphone Demand - Barron's


Two Stocks to Play Smartphone Demand
Barron's
To a large extent, our key themes heading into 2012 are continuations of trends we saw in 2011 -- muted broad-based demand, next phase of the data-center-build cycle, smartphone growth (particularly low-cost smartphones), and product cycles in ...