Buried inside the latest earnings reports of Qualcomm, Broadcom, and other big Apple suppliers, lies yet another tangential evidence that the Q1 forecast may be lower than analysts initially expected. Qualcomm, which is in a patent feud with Apple over breaking the exclusivity agreement for wireless modem supplies prematurely, mentioned in its earnings report that sales for a big "thin modem" client will be worse than usual, even counting seasonality factors for the January-March period.
That big modem customer is more than likely Apple, as the iPhones for Verizon and Sprint ...
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