People are referring to new chipsets, product lines, etc. However, I've never seen "simple" events such as new product lines drive growth on this level except for extremely young, emerging industries. These companies have been around for years and years.
For BOTH of these companies (which are essentially the only players) to each increase over 250% in a year, IMO, signifies a fundamental market shift, or these were severely undervalued. We would be shocked if Coke and Pepsi both doubled their stock prices without one cannabalizing the other's growth. Yet these two are both on fire. I think gaming and especially VR are huge drivers of growth, but gaming/computing has been around for a while and VR is not yet mature. Thoughts?
Submitted December 27, 2016 at 12:54PM by oarabbus http://ift.tt/2hkXNf3
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