The news about Broadcom's new LTE chip is totally overdone and QCOM was oversold on the news! Competition will always be nipping at your heels but it doesn't mean there isn't room for both (i.e. Apple/Samsung) as there is till plenty of territory to cover!
Got rid of Qcom at 66.30, and went with Brcm. Qcom seemed to be a total hype job that struggled to go up. Brcm is a probably total hype but is up over 2.5 % today, and over 3% since I bought a couple of days ago.