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发表于 2011-6-8 04:49 PM
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not too surprise to see ti lows the estimate, although it discontinues its baseband processor development, it still gets large amount of rev from nok due to legency deal. and this business has high profit margin now because there is almost 0 ongoing R&D investment behind it. With the big annoucement from nok a few weeks ago, it's very reasonable ti will get hurt as well. i will be more worried if both intel and qcom issue warning for next Q. |
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