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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.90+2.1%Oct 31 9:30 AM EST
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From: matherandlowell10/24/2025 1:39:16 PM
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The tension rises.

We are approaching that special moment in every quarter when one of the paid Apple journalists leaks the story that Apple is moving away from Qualcomm modems. While this might have been interesting many years ago when Apple and Qualcomm acknowledged that Apple was attempting to manufacture a competitive modem for the premium space, it is at least several years stale.

But every quarter, you can set your watch by it, either before earnings or during the conference call (as paid interests flood the after hours market with Qualcomm shares), the "news" will break that the lucrative Apple modem slot will soon be filled by none other than Apple: Apple has reinvented the guts of the phone. And then the guys getting paid the most suggest that in the future Apple will manufacture modems using its own IP. It won't even need a license from Qualcomm or any of the other stakeholders in 4G or 5G. Apple has invented around the few patents which apply to Apple's product. Finally, the less well paid journalists and operatives will acknowledge that Apple does use standard essential IP but that Qualcomm charges too much for it. Apple should willfully infringe on these patents until Qualcomm gives them a better deal.

It's not that I have grown bored of this quarterly assault on the shareholders of Qualcomm and obvious manipulation of the market, it's just that I can't believe these stories can possibly qualify as news. Even the editors of highly esteemed business publications might begin to ask themselves whether Apple's control of the business press is becoming a bit too obvious. Money can't buy you love but it can buy a repetition of the same story four times a year.

j.
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