The Investment Case For Phablets: A New Gadget That Will Capture Your Attention
by Bevan Capital
by Bevan Capital
All roads lead to Rome! That is always true in a metaphorical way but I think that the right phrase for now is that all roads lead to the long overdue introduction of a phablet! A smart, ingenious new gadget that according IHS iSuppli (iSuppli.com) will double or even triple its market share in 2013 reaching a shippment of ~ 60 million units - an amazing growth of 136%. I believe that phablets can do event better!. I will position my thesis by supporting the proposition that the introduction of phablets is akin to the introduciton of the Apple (AAPL) iPhone. And you guessed it - Apple is in a position to capture this market here and now. read more »
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