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Mon Feb 25th 16:17 PM | Rating: 0 0
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Whether it Wins or Loses Block E, Qualcomm Suffers

As disclosed I have no position in QCOM.

I am not trying to make a stock call on QCOM but rather point out that they are not likely to emerge from the auction as beneficiaries of the process.

There is plenty of analysis behind the summary comments but only available to our clients.
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