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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 137.67

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10:53 AM EST

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To: Doug M. who wrote (197244)	1/17/2026 5:03:38 AM
From: Wildbiftek	11 Recommendations Read Replies (2) of 197584

Intel is still a company back-pedaling from years of hubris from the artificial lack of competition enforced by its x86 licensing moat as well as poor strategy / foresight and mismanagement. It is back from the brink due to Gelsinger's lobbying for government support, which was granted not a testament to the intrinsic industry-level quality of Intel, but because of the political risks of losing TSMC. While Eric was a great hire, it will take years to re-steer such a massive ship and on-board new external customers for its now also-ran level foundries --the former crown jewels and the engines of its success are now a cap-ex weight around its ankles.

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