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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 153.03-1.0%Jan 27 3:59 PM EST
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To: aryl who wrote (197393)1/27/2026 5:42:48 PM
From: Art Bechhoefer7 Recommendations

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aryl -- I disagree. Amon is doing a job in many ways better than his predecessors because he is more intent in presenting Qualcomm's numerous strengths to a world that relies more and more on questionable AI generated views favoring Qualcomm competitors. Qualcomm, however, is sufficiently different from more glamorous tech/semiconductor firms, so that comparing them is difficult. The company faces trumped up barriers, not just from Apple.

But companies often carry a tradition or culture of their founders for many years after the founders are gone. Irwin Jacobs was a very modest, humble person, which I gathered when I first met him at an early shareholders meeting. He was preeminent in his expertise, digital signal processing, and less interested in aggrandizing personal wealth as he was in bailing out the San Diego orchestra or financing an engineering wing in Haifa. Qualcomm has its own assets – the patents – and makes them available in ways that create hatred among some but envy among others. As long as they can remain leaders in performance per watt at competitive prices, we need not worry.

I have held QCOM shares since January 1992 and I don't worry about how much it goes up in a period where the chief worry is downside risk, which is far lower for QCOM than tts peers. I could spend an hour or two explaining why, but since everything takes longer these days, I'll let its value speak for itself.

Art
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