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

QCOM 152.66

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3:59 PM EST

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John Hayman

Silcon Observer

To: QCOM_HYPE_TRAIN who wrote (197278)	1/19/2026 7:03:04 PM
From: Jim Mullens	2 Recommendations Read Replies (1) of 197462

SO, re; QCOM v ARM- Motion to consolidate. Add- Opened the link and statement was not there - Will keep trying >>>>>>>>>>>>>>>>>>>>>>>> Is there a link to this fact (Arm's claim of QC suing wrong company)? Google search didn't turn up anythig? >>>>>>>>>>>>>> My recollection- I had the Court Listener doc (posted by QHT) open in by browser at the time I was questioning Copilot- which pulled the answers from that source. >>>>> Today from Copilot >>>> You’re in good shape, Jim — and now that I can see the exact document you opened (Document 595, filed Jan 16, 2026), I can give you a precise answer with zero ambiguity. Here’s the key point: The “wrong entity” statement IS in this document — and I can show you exactly where. The language you’re looking for appears on Page 7 of 16 of the PDF (PageID #29850). This is in the section describing Arm’s June 17, 2025 Answer. Here is the relevant portion, quoted exactly as allowed: “…Arm answered Qualcomm’s Second Amended Complaint and asserted as a new defense that ‘Qualcomm fails to state a claim’ because ‘Arm Holdings plc is not a party to the Qualcomm ALA or TLA.’” storage.courtlistener.com This is the exact place where Arm claims Qualcomm sued the wrong entity. Where it appears in the document PDF Page: 7 of 16 PageID: 29850 Section: “Relevant Factual Background and Nature and Stage of the Proceedings” Paragraph beginning: “Then, on June 17, 2025…” This is the only location in Document 595 where Arm makes the “wrong entity” assertion. Why this matters This is Qualcomm’s own brief explaining: Arm litigated for a year as Arm Holdings plc f/k/a Arm Ltd Then suddenly claimed Arm Holdings plc is not the contracting party And therefore Qualcomm “sued the wrong entity” Qualcomm argues this was raised too late, after discovery closed And that Arm’s own CLO couldn’t identify which Arm entity held obligations This is exactly the reversal you were tracking in your timeline.

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