http://blogs.barrons.com/techtraderdaily/2016/03/15/intel-win-at-apple-could-prompt-qcom-june-miss-restructuring-says-bmo/?mod=yahoobarrons&ru=yahoo
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Speculation that Wall Street has not put any weight on it yet.
$21 per phone for 240 million phone in the fiscal year ending September 2017 is about $5 billions lost in revenue. That translates to a lot of jobs.