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OT - INTC
OT - INTC
Announcement today that the next iphone will use intel modem
chips, a switch away and loss for Qualcom. No news on margins, and
I don't expect any. Even if they are low, volume may make up for
that (altho that didn't work out all that well for AMD
w/Playstation and Xbox one, perhaps.) At its least, it's another
step towards diversification from pc-centric chips, and a handhold
in new markets.
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