Recent Articles
iPhone Sosnowski Component Quickie
Email This Article
⋅ 
Print This Article
⋅ Post a comment ⋅ Subscribe to Free Daily Update
A commenter noted that Sosnowski has a new pick out that I haven’t yet seen the teaser ads for — I’ll copy the comments here:
"Sosnowski has a new teaser - a niche tech company: 'For example, recently I offered a recommendation on a company that makes a specific $2 part for the Apple iPhone that gives it the operability that has made eyes widen and mouths drop and drool. It’s the company that makes the technology that situates the images on the iPhone as landscape or portrait, depending just on how you hold the device. This company received great news today on top of its “seal of approval” from Apple as being picked as a surprise company providing a vital part to its iPhone: Growth of 50% every year for the next year for the Apple iPhone bodes extremely well for this super-niche company’s $2 component piece.In fact, currently, this small company of Geneva wizards is at a much more desirable price than I was able to recommend to Diligent Investor subscribers. It was up yesterday before Apple’s big announcement.'
Just thought I’d throw the Gumshoe faithful a quick bone and let you know that this particular company is ST Micro. They build what’s called the “orientation sensor” on the iPhone.
Given Apple’s leverage in negotiating with vendors, I’d want to make sure that this company has a lock on this technology, I don’t know if that’s true or not — but if they don’t, then there’s no reason Apple can’t beat on their margins or find a replacement, cheaper supplier.
There’s a good writeup on the company here from July, though the shares are down about 20% from when this was written. Don’t know why, but hopefully that’s enough to get you started on your research if you’re into picking up the crumbs that Apple leaves behind as it chomps away at the cell phone market.
The author will always disclose any direct long or short equity, debt or option position in any stocks written about as of the day of publication, and will not trade in any stocks mentioned for three days (72 hours) after publication. Full disclaimer is at the bottom of the page.
Related Articles:
Email This Article
⋅ Print This Article
⋅ Subscribe to Free Daily Update
Subjects: Apple, Sosnowski, ST Micro, STM
Post a comment
Recent Comments
- hemecity on “Photon Beam Technology Kills Cancer in 16 Minutes”
- Bela on “The Shock Heard Round the World — Big Pharma’s Holy Grail: The Vaccine of the Century”
- Jamie on China Joins Copenhagen: “Best Ways to Profit” (Hsu)
- Andre on “A Technology So Powerful Saddam Hussein Once Kidnapped the Inventor to Get His Hands on It…”
- chris on “The Shock Heard Round the World — Big Pharma’s Holy Grail: The Vaccine of the Century”
Recent Forum Posts
-
Profit Confidential
by Dirk Carson on March 21, 2010 at 8:37 am
-
1Option.com and Cashflow Heaven Options Success
by Steve on March 20, 2010 at 11:52 pm
-
Nicholas Vardy "Small Chinese Energy Company"
by Pemonte on March 20, 2010 at 8:47 pm
-
Investing courses
by abrodie on March 20, 2010 at 11:33 am
-
TradeStocksAmerica - Mitch King
by Vernon on March 19, 2010 at 5:10 pm
Most Emailed
- “3 Kings of Cloud Computing” Motley Fool - 150 emails
- “Silver Shots” Poised to Skyrocket 12,785% - 113 emails
- “SSA-521: How to Boost Your Social Security Payments By $1,033 Per Month.” - 104 emails
- “The $59 Computer” — Riches coming? - 89 emails
- Claim Your “Gas Rebate” Check — Oxford Club - 88 emails
Support Stock Gumshoe Today!
Stock Gumshoe is supported both by advertising and by voluntary member contributions -- investors like you keep this site going.
Joining the Stock Gumshoe Irregulars for $4.50 a month or $49 a year is, first and foremost, a way to support StockGumshoe.com -- but becoming an Irregular also gives you access to the members only section of this site (more info about that here).
Click here to choose a membership level and sign up.
If you cannot or don't wish to make payments online through PayPal, we now can also process annual subscriptions through Amazon by using the link below (these are processed manually and it may take anywhere from a few minutes to a day or so to set up your account).
Payments by check or other paper correspondence can be sent to:
Stock Gumshoe
PO Box 9751
Washington, DC 20016-9751.
Thanks to all of you who have joined and contributed so far -- you're keeping the Stock Gumshoe going!
THIS SITE DOES NOT OFFER FINANCIAL ADVICE. PLEASE READ THESE IMPORTANT DISCLAIMERS AND POLICIES:
Disclaimer * Privacy Policy * Email Privacy Policy
Stock Gumshoe is supported by subscribers and by sponsors and advertisers. More detailed disclaimers and privacy policies are linked above, but we wish to clarify that sponsorship should not imply endorsement, and does not impact editorial coverage. Some advertising partners, including INO and Elliott Wave, sometimes compensate Stock Gumshoe for publishing guest articles and/or linking to their free and paid services, including but not limited to Trend Analysis from INO and Club EWI from Elliott Wave, and Stock Gumshoe may be compensated by such partners if and when our readers choose to sign up for services offered by those companies.
The sensors in question are inertial sensors (I think), also known as accelerometers. ST is far from being the only company that makes these products. Other companies include Analog Devices (whose sensors are in the Nintendo Wii), Kionix (in other Apple devices, including some laptops), Freescale (does a lot in Automotive and is now going after Consumer pretty hard), etc. Besides, this is probably a relatively small portion of ST’s business – they are a $9-$10B company in sales, and these sensors would barely cross $100M for them.
[Reply]