Qualcomm Inc (QCOM)

[jackmore]

Well, I think it was about 15% within a year, or something like that, wasn't it? So maybe an additional 5% of the market. But it's the low end stuff, so revenue wise it may be only two thirds of that, or there abouts, maybe less, maybe some more. So take away 3% of QCT revenues, say. Just ballparking, that's under 2% hit on Q's overall eps. Not much of a hit. That's if they do what they say they're going to do when they say they're going to do it. We'll see. They tend to talk big and deliver little.