Earlier this morning, we received the latest report from Arnie Berman, technology strategist for Cowen & Company. He asked an interesting question, which I thought would be something we all should discuss.
This is what he wrote: “In the past, consumers replaced their PC’s every 3 years and their televisions roughly every decade. Is this trend poised to reverse? Hint: Yes.”
Do you agree? If yes, then who stands to benefit from this change in consumer behavior? In other words – the Intel of this ecosystem! Is it Corning, or Texas Instruments?