Ep 14 - 3/12/18 - Is Intel eyeing Broadcom?


Patrick Moorhead and Ryan Shrout entertain the idea of Intel buying Broadcom, the CFIUS input on the Broadcom/Qualcomm acquisition, HP's DaaS changes, 5G modules, Windows ML API for machine learning, AMD GPU market share uplift last quarter, and early input on the Surface Pro with LTE.

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Ep 13 - 2/27/18 - MWC 2018 Thoughts on Samsung, Qualcomm, Arm, and more