The document is a portfolio manager's summary discussing the trends and key takeaways from the Mobile World Congress. It highlights the focus on infrastructure over smartphone growth, the impact of OTT services like Whatsapp's voice service, and the ongoing competition in the baseband space. It also notes the challenges in differentiating high-end smartphones and the introduction of cheaper smartphones like Mozilla's $25 phone.
doj/DataSet10/EFTA01446956.pdf
{"title":"Wireless Equipment Signals to Noise (S2N)","document_date":"2014-03-02","document_type":"correspondence","key_locations":["Barcelona"],"key_organizations":["Deutsche Bank Securities Inc.","Qualcomm","Mediatek","Mozilla","Ubuntu"],"reference_numbers":["DB-SDNY-0101414","SDNY_GM_00247598","EFTA01446956"]}