Isn't it reasonable to assume that Qualcomm has as much relative strength in the modem device and NVidia in the graphics, as Intel has in CPU's ? That would make it a 3-ring contest, right ?
Regarding Intel's LTE implementation, we have not seen it yet. I don't know whether LTE is a yes/no proposition, or whether there are grades of quality aspects to it such that Qualcomm's LTE might still retain preference.
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