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|Includes: AAPL, AVGO, Intel Corporation (INTC), QCOM

There's been a great deal of speculation about the use of INTC parts in AAPL iOS devices. Here's my understanding. Last summer (2014) AAPL wanted to cultivate a second source for its LTE modem (now 100% from QCOM). They held a bake-off between INTC and BRCM. Shortly after this took place, BRCM announced it was exiting the cellular business. You can draw your own conclusion as to who "won" but not expecting AAPL to deploy until 2016.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.