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

To: Prophet of Profits who wrote (196493)	11/5/2025 10:53:31 PM
From: Qurious	5 Recommendations Recommended By Dr. John JeffreyHF manning18 sd_yomar vkvraju5 Respond to of 196774

Don't know if Mediatek offered a 5G option back in 2019 that Cook might have deemed viable. If not, Q should have extracted a hefty price to supply Cook with the thin modems, plus msrp royalty rate. Q knew Cook would push his people to replace Q's modems asap. Should not have cut Cook any deal.

To: Prophet of Profits who wrote (196493)	11/5/2025 11:14:50 PM
From: waitwatchwander	1 Recommendation Recommended By Dr. John Respond to of 196774

I thought I heard Akash state QCT margins over 30% this QTR. With auto and IoT, margins due to mix are going to be all over the map. Few outside Q will be able to digest the impact of margins within any particular product segment. In addition to the above Q is likely moving into the medium priced handset tier with their Snapdragon AI product and this is likely to have negative consequences as to overall QCT margins. I don't think they're idiots, they just don't have the necessary info for a complete call as to margin mix.