Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: waitwatchwander who wrote (195179)	8/9/2025 11:58:58 PM
From: cold_snowman	5 Recommendations Recommended By aryl manning18 ryhack sbfm voop Read Replies (1) \| Respond to of 197016

In general the stock price can go up through higher earnings or higher PE multiples. A short term contract increases the earnings for the duration of the contract but doesn't do anything about the PE. multiple. It's the status quo. The day it is signed, Wallstreet will worry about the end of the contract. Other parts of Qualcomm that show good growth will largely be ignored. Without the contract, it's more obvious to see the growing parts of Qualcomm. Qualcomm will lack the income from the Apple business but by showing growing businesses the PE multiple should grow. My preference is the latter. Another questionable business similar to the Apple business is the licensing business. While it provides steady income and high margins, investors perpetually worry about lawsuits. It put a big discount to Qualcomm's stock. A private equity shop, could much better squeeze out more money from this business than Qualcomm can. They always have to worry about the impact to QCT. The money from the sale could be invested to reduce the outstanding shares.