Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?
The announcement by Intel earlier this week that they would come up short this quarter is a reminder that it is not growth, but very high growth that covers a Multitude of Economic Sins (many which are unforeseen). The semiconductor industry has had to endure three major crises this year beginning with the Japan earthquake in March, followed by the Thailand Flood and now the European Sovereign Debt Crises that has already produced a major slowdown across the pond and will impact worldwide growth in 2012. This reminds me of Asia 1997 and Russia 1998 when semiconductor stocks were immediately tossed overboard when fear escalated. They eventually recovered and so in 2012 we should see an upturn in the part of the market that orbits the smartphone.
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