Some plays on the I-Phone:
Apple has seen a tremendous run up in their share price, a majority of which has been factored in from the great expectations that the I-Phone should bring them.
Rather than focusing on the I-Phone it may be a better idea to take a look at some of the other companies that could benefit from I-Phone success.
ATT (T) is the exclusive phone operator for the I-Phone in the U.S. In one article it said that they may have the most to gain since consumers will be crowding their stores for the phone and will most likely end up making additional purchases. I like this stock also because of the changes they are making to their CEO and their aggressiveness in breaking into the Internet and digital cable business.
Broadcom (BRCM) This chipmaker makes the technology for the phones touch screen controller. Beyond their success with apple this opportunity might open up the flood gates for future business with other phone providers. Another interesting spin is to look at a company like
NOKIA (nok). They have been in the high end phone market for a while, and may gain market share thanks to APPPLE opening people’s eyes and wallets to
Saturday, August 4, 2007
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