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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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To: BDAZZ who wrote (196550)11/8/2025 11:21:24 AM
From: Optntrdr19993 Recommendations

Recommended By
BDAZZ
Dr. John
SirWalterRalegh

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In a true risk based analysis - it seems fairly certain that an extension will be worked out - AAPL cannot afford a blow up and their modem is not just slightly worse -

That puts QCOM in the drivers seat for this -

If I am AAPL - I want to extend the modem deal... extend the license and get an option to embed in the A chips

If I am QCOM - I want an end to the never ending cycle of BS caused by AAPL -

I also completely understand the nature of tell AAPL to shove it - but - the real value here is getting a very good long term peace
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