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$TEL 3Q15 Q&A: Hettenbach of Morgan Stanley asked about automotive production despite of China weakness. Tom replied that customers at the OEMs are planning for longer than usual in in China shutdown for 4Q14. There is a goal to balance inventory throughout the channel. They've been keeping them pretty tightier, but definitely reflect this demand.
$TWTR mentions Snap as one of its fiercest rivals in its 10K filing. Great head start for Snap ahead of IPO!