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zdog1954

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zdog1954

Re: trickledown post# 435907

Friday, 05/01/2026 10:40:50 AM

Friday, May 01, 2026 10:40:50 AM

Post# of 436035
What a bunch of baloney.  The margin compression is mostly due to the LG license catch-up . They have to share with Sony.  Their wireless business has high margins with no sharing. It skewed the first quarter by a lot. The lawsuits have an effect, but not like the Sony share. IMO
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