We're getting to the long-end of the upgrade cycle in mobile phones, says Seaport's Jay Goldberg

to Qualcomm now. That stock is still moving lower about 2% now off the lows after reporting results moments ago. Let's bring in Seport Research senior analyst Jay Goldberg.Jay, did you find anything bad in here. >> Not yet. I keep looking, but I haven't found anything.>> So, automotive is up 17%, but one of the things that I found interesting here was the strength in handsets, which Qualcomm is saying was driven by the premium end in a way that echoes what we're hearing from Apple. And I'm wondering, even t ...