Trevor, re: Apple / NDA………………………………..
There has to be a fine line between anyone's NDA and fair shareholder disclosure. Telling shareholders you have risk due to a large portion of your sales being made to a single customer is required.
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Seems to me SEC filings cover the above issue.
QCOM FY11 10-k snip>>>>>>>>
Operating Segments
Consolidated revenues from international customers and licensees as a percentage of total revenues were 94%, 95% and 94% in fiscal 2011 ,2010 and 2009 , respectively. During fiscal 2011 , 32%, 19%, 17% and 8% of our revenues were from customers and licensees based in China,South Korea, Taiwan and Japan, respectively, as compared to 29%, 27%, 12% and 9% during fiscal 2010 , respectively, and 23%, 35%, 8% and11% during fiscal 2009 , respectively. Revenues from Samsung Electronics constituted a significant portion (more than 10%) of consolidated revenues in fiscal 2011 , 2010 and 2009 , and revenues from HTC also constituted a significant portion (more than 10%) of consolidated
revenues in fiscal 2011 . |
