|An article with no mention of auto (though it did say that LOT connected auto), much less analysis of that area. Also no mention of the healthy dividend ($3 on earnings of $12) with room and committment to grow 10% annually, nor buyback potential (particularly if the prediction of continued stock decline is fulfilled).|
Didn't even address Q's observations that customers are actually trading to higher performance phones.
No analysis of the Apple situation. Heck, the analysis could have simply noted Apple is expected to offer its own modem and hung Qs stock price prediction on that.
The slowing of the handset market and the effect of inflation are, imo, good observations.