The raft of new products launched at year-end have analysts bullish for AAPL’s FY14, and optimism may be well placed for 1H. Still, with high-end smartphones easing toward saturation, raging competition in tablets and dying PC demand, meeting expectations for
We believe that TMT is in the midst of a once-in-a-generation sea-change paradigm shift, driven by mobile platforms, cloud computing, and wireless broadband. The last such shift, catalyzed in the ‘80’s by PCs, cell phones, and telephone/cable deregulation, drove waves
– Gainsaying the naysayers, QCOM sees double digit growth in 3G/4G handsets with surprisingly stable ASPs for the next few years – driving chip opportunity and royalty collections. – Snapdragon is the undisputed SoC leader, dominant in flagship smartphones while