Russia & The West's historical and never ending follies in the middle east, or QC & MTK's battle in the Far East? Can you somehow blame Putin and Assad for missed earnings? Is that the new CNBC talking point your CEO got from Obama?
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Defense always wins. If they aren't making guns, they are designing musical instruments for band wannabes, whose parents think music automatically makes their kid better in advanced math. Apparently the part of your brain that is fond of noise is somehow intricately tied to math ability.
And the short sellers. Full disclosure: i am long "defense" stocks, short tech
...Of course there's always a possibility that in the battle between QCOM and MTK that the only people who will win are the lawyers!
I'm voting for QCOM v. MTK. I've seen the result of proxy wars between the U.S. and Russia/USSR more times than I can count. The only people who win are the arms dealers and manufacturers