Intel Corp (INTC)

[ibc]

Qualcomm is still forecasting revenue and earnings growth. Just not at the 30% historical clip.

The volumes are still growing for LTE as China and other emerging markets are upgrading from 3G.

In developed markets, the carriers are highly motivated to support the most efficient LTE chipsets (or whatever future technology) so that their limited and valuable bandwidth is monetized optimally. This implies that they will encourage handsets with the best wireless chipsets. From everything I've read, QCOM is way ahead on this front.