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Motorola's Margin Sensitivity to Competition
The problem for Motorola is that while they're very competitive in places like Brazil and parts of Asia and India, even though the markets have far more competitors. There's Vivo and Oppo and Xiaomi. But I think Motorola is resting on its laurels from a brand perspective as well. And this is probably a good thing for the long term health of Motorola mobility under Lenovo. Because they are just in hyper competitive mode.
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