Andrew Zatlin sees an economic slow down in the US and elsewhere for the fourth quarter of this year. He believes that smart phone sales will be static or in decline which will negatively impact many Asian Economies. In a number of countries, smart phone components represent their biggest industries, i.e. Vietnam, Singapore, etc. We agreed to disagree on this one. My personal opinion is that the next new new thing in smart phones is just around the corner. But we will see.
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