Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

matherandlowell

pheilman_

waitwatchwander

To: kech who wrote (183131)	11/3/2023 11:22:39 AM
From: vkvraju5	3 Recommendations Read Replies (1) of 196981

"presumably then their modem will be good enough for 80% of their phones, either separating by region or by high vs low end." Not 80%, but 100% of their own modem on their "then" latest phone. 20% comes from the previous year phones (where they would have used Qualcomm modems) they would sell during that time. Atleast that is the modeling Qualcomm uses.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next