“We learned from its iPod that Apple wasn’t the only company that investors could make money on as the product’s popularity grew. If the iPhone continues to sell as well as it did last week, we should take a look at the vendors supplying the parts for the iPhone. Apple is the big winner if the iPhone does well, but the success of this product may create a bullish ‘halo’ effect around the suppliers. Here’s how they look,” John Hughes and Scott Maragioglio reports for TheStreet.com.
Hughes and Maragioglio cover some of Apple’s iPhone component suppliers:
• Broadcom
• National Semiconductor
• Infineon
Full article here.
