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Episode 48: Qualcomm - Broadcom
Acquired
Is There a Bin of Precedent Set by Apple?
The smartphone market is just so saturated. Volley games may be growing, but because these parts are commoditizing so fast,. like prices are just falling faster than the volumes are picking up. To me, we don't have a super behemoth acquiring a much smaller player. We sort of have two competitors that are in a quite similar position.
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