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Qualcomm - The Baron Bull Case
Baron: Qualcomm has very real competition from the low end that we didn't talk about. MediaTech, who not only makes the baseband modem chip, but also systems on a chip using the stock ARM CPU designs. The goal for Qualcomm should have been make as much money as you can without pissing people off too much," he says. "Now they're sort of saying the future is IoT and automotive"