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Qualcomm's Getting the MOSA Numbers
Cristiano: Qualcomm is trying to sell a story in terms of addressable market that is, uh, hand-wavy. The IOT segment is now doing over $7 billion a year. Qualcomm thinks overall this is a $100 billion opportunity. There's a bigger narrative that Cristiano is trying to espouse around this intelligent connected edge that they call a $700 billion opportunity.