Handset industry recovers from a trough, but who would benefit going forward?

John Glossner : SDR Insider
John Glossner
Sandbridge Technologies CTO & EVP. A fabless semiconductor company building SDR baseband processors.

Handset industry recovers from a trough, but who would benefit going forward?

During its 3Q09 results release, Nokia raised its 2009 global handset shipment forecast from -10% to -7% yoy. Goldman Sachs believes this signals that the worst is over for the global handset market; although this seemed to be widely expected by the market, handsetrelated stocks reacted positively post Nokia results (23% /55% share price appreciation for [...]