"The first internet boom was driven by PC users - approximately 110 million PCs were sold in 1999. The Mobile Internet of the 2010's will be sparked by cell phone users; cell phone shipments will exceed 1.2 billion this year....."
"We see growth opportunities in smart phones, tablets, and semiconductors; wireless and wireline infrastructure; enterprise servers, storage, security and software, new media and the internet."
http://www.marketwatch.com/story/benton-to-re-open-andor-hedge-fund-cnbc-repo...
Dan Benton is planning to re-open his hedge fund Andor Capital Management, CNBC reported Wednesday. Andor, which had built a reputation as a top technology investment firm, shut down in 2008 at the height of the financial crisis.
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