
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
The Circuit
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Qualcomm's Highlights of the Quarter
The Indian self-home market has been huge for years. It's not hugely smaller, but it's shrunk. Qualcomm is now firmly into territory where they have to compete with MediaTech at sort of $200 to $400 phones. What's interesting about India, and I think much of Southeast Asia as well, is the emerging or the growth of the flagship price point.
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