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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: hedgefund who wrote (196553)	11/9/2025 12:39:57 AM
From: Jim Mullens	8 Recommendations Recommended By BDAZZ DWB IntoOLEDs kech manning18 and 3 more members Read Replies (2) of 196778

Hedge/ Curious - AAPL Modem – conditions for QCOM to continue to supply or not The modem supply contracts supposed end is March ’27. Before that, AAPL has a decision to make , use its own in-house modem, MediaTek as an alternative, or QCOMs. Not using QCOMs depends on the acceptability of the others- mmW, satellite connectivity, advanced mobile tech (6G), etc. If at decision time, QCOM alternatives are not acceptable for premium tier iPhone and AAPL comes hat in hand to QCOM- conditions for extension- + Hefty up front fee- $10- $20B + Long term agreement – 10 years. + 50% ASP price increase. + Agreement (enforceable) not to enter/ persuade any others to litigate against QCOM, nor public back stabbing. + Continous public praise of QCOM modems via AAPL paid media articles / broadcasts. + Early retirement of Tim Cook, and cohorts involved in anti-QCOM antics over the years. Take it or leave it, no negotiations.

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