CEO Kevin O’Brien Discusses Smart Phone Technologies and How to Profit from their Explosive Growth ::
July 23, 2010
On CNBC’s "Talking Numbers" July 23, 2010, with Maria Bartiromo, Kevin O’Brien talks about the unprecedented growth of smart phones surpassing any consumer technological adoption in history, with Apple’s iPhone alone reaching more than 40 million subscribers in less than 3 years. While picking the next winner in the smart phone race can be difficult, profiting from this trend is made possible through Revere’s insight into the mobile sector supply chain. In particular, mobile device component manufacturers such as Radio Frequency Chip and Flexible Circuit are going to be main beneficiaries of consumers’ insatiable demand for faster and more powerful phones, and they are well hedged because they serve most if not all smart phone manufacturers. Further down the supply chain, wireless infrastructure providers such as transmission towers are like the data toll road operators, collecting fees every time data travels through its information highway.