SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%Dec 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Mullens who wrote (196883)12/10/2025 2:53:17 PM
From: Optntrdr19992 Recommendations

Recommended By
kech
pheilman_

  Read Replies (3) of 196981
 
The dollar value never mattered - why would they spend billions on a $26 part - its because they couldnt squeeze QCOM back in 2018/2019 - and they could not work around patent infringement

AAPL has always wanted to have an integrated SoC - but QCOM will not allow it - AAPL also thinks it can create leverage - to force a better deal - they are going to lose again

All the analysts never once thought this was about cost - but control
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News