Friday, November 26, 2010

ALL iWANT for CHRISTMAS ~ Apple Inc. $AAPL

iPAD

... with $AAPL on its way to ALL-TIME highs, let's look inside. (again)



Black Friday, Cyber Monday ... iPad 2, iPhone 5, and iParts!

1) Atmel $ATML (touch controllers, in HTC EVO, Samsung Galaxy)
2) Broadcom $BRCM (multiple chips, bluetooth, GPS) 
3) Cirrus Logic $CRUS (audio processors) 
4) Ifineon $IFNNY (mobile unit bought by Intel, Tesla Motors chips)
5) Intersil $ISIL (sockets, USB interface)
6) Linear Tech $LLTC (power control, DC to DC)
7) NXP Semi $NXPI (power management, Near Field Communication)
8) OmniVision $OVTI (image sensors)
9) Qualcomm $QCOM (CDMA for Verizon iPhone)
10) STMicroelectronics $STM (Accelerometer)
11) Skyworks Solutions $SWKS (quad-band)
12) TriQuint $TQNT (power amp)
13) Texas Instruments $TXN (touch sensors)

finviz charts: (click here) 
iPhone 4 
the PARTS-folio
p.s.  RUMOR: iPad 2 initial Printed Circuit Board supplier? $TTMI

disclaimer: BOTD is long $AAPL & $OVTI

2 comments:

BUY ON THE DIP said...

MRVL also has a chip in the iPhone.

w.ftw said...

I am looking into buying some apple option because I would only be able to afford about 3 shares haha. I think they will have a good holiday season. Just wanted to know where you see the price in about a month.

Thanks!