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

To: voop who wrote (195562)	9/10/2025 3:57:57 AM
From: JeffreyHF	5 Recommendations Recommended By AlfaNut BDAZZ Jon Koplik manning18 recycled_electron Respond to of 196972

All valid points, voop. But for how long? Their mid single-digit "growth" business is under attack by regulators and litigators globally, because of its "extortionate" (credit Mquaurice) rate of the 30% Apple Tax on all in-app purchases, making that host a parasite.And, they exude arrogance reminiscent of Nokia before the fall. Qualcomm's diversification efforts are yielding growth, through internal developments and by acquisitions, and they will soon shuck the Sword of Damocles that the market has held over their necks, in the form of the repetitive threats to supplying future parts for iPhones. With the ever-increasing technological complexities of wireless systems, despite their best efforts to retard progress amongst competitors, for how long will Apple's phones be "good enough"? Will the sheep stay on the farm in perpetuity? I don't know. A P/E of 36 for the Apple of 2025, while QCOM has a P/E of 15, is reality, but unsustainable IMHO.