11:52 AM Broadcom (BRCM -2.5%) sells off after Nomura's Romit Shah claims the chipmaker, which has a leading position in the market for Wi-Fi/Bluetooth/GPS "combo chips," has lost share at HTC. Shah notes that of the 4 HTC models introduced last week, only 1 contained a Broadcom chip - the others relied on TXN and QCOM chips. Shah adds Qualcomm has a leg up on other ARM (ARMH) processor vendors in developing chips for Windows 8.
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