Thursday, June 14, 2012

Useful article on Smartphone


Finally found a very useful and informative article on Smartphones. If you have been wondering, like me, how to take advantage of the Smartphone usage which is spreading like wild fire in a dry summer, then you will find this one interesting. Obvious way to take advantage of smartphone growth is to buy AAPL, but then what if Samsung Galaxy starts eating up market share from Apple ? Luckily, the hardware inside most of the smartphones are similar. Irrespective of which one does well, component makers should do fine. Artcle in the link below gives information about component makers:
http://seekingalpha.com/article/657891-component-makers-stand-to-profit-from-smartphone-growth?source=yahoo

Another useful one from the same site! I have been trying to understand what is the market for companies like FFIV. I know the stock has been doing quite well, here is some information about the kind of product FFIV works on:

http://seekingalpha.com/article/672821-will-adcs-make-f5-networks-the-next-cisco-systems?source=yahoo