The Limits of What Apple Can Do Right

I think modems are really hard like in some cases even harder than Apple embarked down which to some degree makes this new relationship with Broadcom interesting. There's IP there that helps Apple make said modem but that is gonna be a really interesting one for me to watch whether or not their modem is even remotely competitive with Qualcomm let alone available on every global frequency with ease. If they did do that that's a pretty substantial revenue hit to Qualcomm and which is why they're guiding or trying to timid expectations around the financials for that yeah. I wouldn't be surprised if it gets delayed a little bit further sure right and I think one of if you look at Qualcomm's history one point there's