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Sunday, November 08th, 2009

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Posts Tagged ‘ Gartner ’

No Joy For Tech Investors In 2009

Dec 17th, 2008 | By Irwin Greenstein | Category: Stock Market Investing

Tech stocks are certainly not immune to the global downturn, but when Apple’s (Nasdaq:AAPL) sales decline the sector could be in for a dragged-out recession. Coupled with a surprisingly aggressive downturn in semiconductor sales for next year, it could be 2010-2011 before we see any significant opportunities for investors in anything digital.

Tags: AAPL, Apple Macs, BBY, consumption slump, credit crisis, Gartner, Irwin Greenstein, retail sector, tech stocks, US recession, US stocks
Posted in Stock Market Investing | No Comments »

Cell Phone ‘Indicator’ Warns Of Emerging Market Slump

Nov 26th, 2008 | By Irwin Greenstein | Category: Emerging Markets

One of our most reliable indicators about emerging markets shows that investors may have a real slog ahead of them in the coming years. In the past, we’ve used cell-phone sales in growing economies as means of measuring the prospects for investments. Cell phones show how much disposable income is available, in addition to reflecting the entrepreneurial spirit that creates a healthy middle class.

Tags: Argentine infrastructure, BRIC Nations, cell phone sales, china, Emerging Markets, Gartner, investing in Asia, investing in China, Irwin Greenstein, telecoms
Posted in Emerging Markets | No Comments »

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