SAN JOSE -- Demand for handsets and notebooks are jumping, a leading tech analyst said today, basing its observations on meetings with more than 15 Asian electronics companies.

SG Cowen semiconductor analysts said the meetings found continued acceleration in GSM and GPRS handsets and strength in everything from notebooks to enterprise networking to wireless components.

The analysts said strength is expected across most consumer end-markets, particularly LCD monitors and high end TVs. Desktops have slowed, however, the firm said. 

The analysts reported meeting with several of the largest Asian distributors, ODMs, component suppliers, foundries and back-end assembly and test vendors.