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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST
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To: Optntrdr1999 who wrote (196800)12/2/2025 10:19:03 PM
From: waitwatchwander1 Recommendation

Recommended By
John Hayman

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What has happened is we haven't prospered as revenue has gone up. That's because they still have 80% of Apple's modems in their numbers. No doubt, all of Apple's revenue plus a bunch will have been replaced by the time Apple gets their act together.

The street is going to play this Games of Losses until the very end.

Apple has bigger issues than getting their new modem on the market but talking about that matter is a no, no replaced with minimal cost savings with the use of their new in-house modems.

It is all tiring but it's not going to stop.

Qualcomm needs to better reconcile what's really happening with their financials. fwiw
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