QCOM should buy. If QCOM is not buying any company, they are finished. They are not able to recover license money from Chinese company. Also, their processor is dumped by everybody. So, they are left with low margin modem. They have no choice left.
In iphone 6s, NXP lost one spot. Aso, they lost Subarau deal to SWKS. We will hear more details in next Thursday...
Please read the citi report. They downgraded sales by 1M because sunday of first weekend falls in first quarter of Fiscal 2016. Just accounting impact...no real change..
Please read citi's report. They are not lowering the total cell phone sales. They are lowering last quarter's estimate as sunday of first weekend falls into first quarter of fiscal 2016. This is all accounting. No change for SWKS.