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: ryhack who wrote (195814)	9/30/2025 7:51:41 PM
From: waitwatchwander	4 Recommendations Recommended By Lance Bredvold ryhack sbfm vkvraju5 Respond to of 196720

I believe the withholding done by Arm and covered by the Q vs Arm suit relates to Q's TLA licence. This is also likely why the market didn't react more positively to today's news. I'd be surprised if and hope that Qualcomm doesn't settle their Arm suit without serious TLA concessions coming from ARM. Apple proved being nice to those who act against you isn't the way forward. Damages related to the ALA suit were already conceded by Qualcomm in their defensive response to Arm vs Q.. It's too late to now request ALA damages. At times they are just too nice for their own good. The delay in bringing out new product as well as letting Arm use Nuvia idears ((CMS referring to Coherent Mesh Network which was also dropped from the Arm vs Q counterclaims) licence free was eaten by Q and these two items should be Q's only concessions to ARM.