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

To: matherandlowell who wrote (196482)	11/5/2025 10:48:58 PM
From: waitwatchwander	1 Recommendation Recommended By Lance Bredvold Respond to of 196772

QTL revenues are down because 3G barely exists these days. We've moved to the 4G/5G level and even that's likely to go lower as horse trading of wireless patents becomes even more common. Cook has more important things to do than buy off journalists Now with hedge funds managers, I suspect that's a different story. Those folks are everywhere these days and well enabled by today's online environment. Cook may want Qualcomm dead but by manipulating journalist et al as to stock pricing doesn't really fit his style. He's a technology marketeer not a stock manipulator.

To: matherandlowell who wrote (196482)	11/6/2025 9:19:15 AM
From: waitwatchwander	3 Recommendations Recommended By Art Bechhoefer Dr. John Lance Bredvold Respond to of 196772

Over the last while we have gotten a lot of noise about Qualcomm customers building their own chips. It's been in all sorts of places (products and geographies). Not just phones but cars too. I see that as ARM and Masa Son pushing their way into Qualcomm's realm. Almost all of it is "coming soon". How much will arrive and it's value beyond being a great introductory deal is debatable. What's clear is it has yet to seriously impact Qualcomm's financial numbers. Apple is just one of many and what is clear is that all are being empowered by Masa Son via Haas. Fair competition makes one a stronger fighter. Qualcomm can always improve on that front. We shall see.