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

To: sbfm who wrote (195183)	8/11/2025 7:41:13 AM
From: Optntrdr1999	2 Recommendations Recommended By Ruffian sbfm Read Replies (1) \| Respond to of 197016

Lets not split hairs on whether the cap is based on wholesale or retail... my point was.... it is a $400 cap - and again whether wholesale or retail.... I dont see AAPL posting 50% percent margins on its phones.... AAPL will try and argue that the $400 cap is sufficient for the calc... but then AAPL also makes a substaintial profit on its app store and in app purchases.. which requires always connected devices to make that work I see the cap going to 600-800