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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (183136)	11/3/2023 1:31:20 PM
From: kingspellchecker	1 Recommendation Recommended By imc101 Read Replies (2) \| Respond to of 196979

So, what is the conclusion on the thinking from this group? Is QCOM modeling 20% for all years? (24,25 and 26)? Akash's response was not very clear on this... and wondering as what Engineer said would apply... all that has been said in the public statements is that QCOM will supply chips to Apple and expects to supply 20% in 2026...between this and Akash answer during ER... still ambiguous to me. We all know it will be closer to 100% for 24 and likely 25 ....but what are they modeling and guiding to??