Yesterday, I reported on rumors coming out of Taiwan that Apple
Today, we know better. Analysts with the ability to read Mandarin Chinese have clarified the original article, which turned out to focus on how Qualcomm
Cirrus, for one, largely recovered later in the day but has sunk a little further since then; probably just the sugar high wearing off after a big mention on Jim Cramer's Mad Money show Wednesday. The bottom line is this: A wild rumor pushed Cirrus down, but reality paints a different picture. There's no reason to sell Cirrus Logic or AT&T
What remains is the separate rumor putting Samsung OLED screens in iPhones next year to the detriment of Samsung's own smartphones. That possibility has yet to be debunked and may present an actual catalyst for OLED technology licensor Universal Display
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Universal Display is a Motley Fool Rule Breakers recommendation. Apple is a Motley Fool Stock Advisor selection. The Fool owns shares of Apple, Marvell Technology Group, and Qualcomm. Try any of our Foolish newsletter services free for 30 days. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.