CNBC Squawk Alley July 14, 2024
The same this year what were hoping for, as you go into 2020, is that perhaps 5g starts to be a catalyst for the shares, but youve got to get through the cycle first. What happened to the last half year we spent talking about how services and wearables will make up for whatever weakness there may be in the classic cycle . Yeah, and that hasnt been our call and the problem with the services is that its just too small as a percentage of the total. So services, as one of the examples, you would have to add, for the video service, about the equivalent of ten netflix to offset what the loss you kno...