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 174.76

+0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (195143)	8/7/2025 4:05:13 PM
From: Optntrdr1999	7 Recommendations Recommended By Art Bechhoefer BDAZZ jazzcat2000 kech manning18 and 2 more members Read Replies (1) of 197017

Are they directly manipulating the stock..... no.... are they influencing influencers to continually raise concerns about the loss of modem share - you can bet your life on it - they did it before - and not always were they subtle about it I suspect AAPl knows they have a problem in the modem area.... and they are using the same process they did in 2018 leading up to the ground breaking settlement and supply agreement..... i further suspect QCOM is not playing along as AAPL would like and is holding a much harder line on prices and royalty caps... In the end.... as much as AAPl will claim their modem is good enough.... they are proving they are not going all in by virtue of the leaked separate component designs for several more years.... if they have the better mousetrap.... it would be integrated into their SOC - its not planned until 2029 in the earliest Its a guess.... but anyone can read these tea leaves

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next