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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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From: Optntrdr199911/7/2025 5:20:01 PM
7 Recommendations

Recommended By
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Jon Koplik
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manning18

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  Read Replies (3) of 196774
 
Reading various reports since earnings i have a few takes

1. The Alphawave acquisition is critical to the DC puzzle
2. Until they have it closed - there will be no "update"
3 I would not be surprised if AAPL moves to extend its modem deal - since its high end phones are the ones selling - not the ones with their modem
4 AAPL has a huge update coming in Iphone 18 - they dont seem that confident in their modem - and if that phone flops - they are toast - hard to see them betting the whole farm on their modem

A very long shot - but one that would pretty much keep AAPL as a customer for ever - will QCOM work with AAPL to imbed the modem??
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