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


To: Bill Wolf who wrote (195270)8/19/2025 10:16:45 AM
From: sbfm2 Recommendations

Recommended By
matherandlowell
SirWalterRalegh

  Respond to of 197015
 
AMD and QCOM might as well kiss their chances of government PC contracts goodbye when the US gets its preferred stock position.

Maybe Q can get $10 bill in US government money to even the playing field.

It wasn't so long ago that I remember the complaints about the government picking winners and losers; and, here it is unfolding in front of our eyes.

Does anyone really believe that if INTC needed to raise $10 bil from the open market, it couldn't? Does anyone really believe that all INTC needed was $10 bil to right its ship?

This US transaction - if true - is worth way more to INTC than $10 bil; it's also blind support for INTC selling to the US PCs. In essence, INTC gets its $10 bil in capital investment and also gets its government PC contracts.

(From Google AI: "In 2014 alone, federal agencies awarded over 10,000 contracts for desktops and laptops, totaling approximately $1.1 billion." My bet is that number has grown considerably higher since 2014.)