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: Optntrdr1999 who wrote (196546)	11/8/2025 10:05:16 AM
From: kech	Respond to of 196777

Jim mullen's has good earlier post on alphawave that I found on search " alphawave" this subject that discussed impact of alphawave and that the deal is expected to close in early 26.

To: Optntrdr1999 who wrote (196546)	11/8/2025 11:04:14 AM
From: BDAZZ	2 Recommendations Recommended By JeffreyHF sd_yomar Read Replies (2) \| Respond to of 196777

Re Apple extension. Agree on the probability of Apple wanting an extension. Apples dealings with us have been the exact same strategy Nokia used. It would mean a big pop for us, then years more of being under their bad faith, predatory control. Can Qcom refuse it or simply discontinue their unique modem leaving Apple in chaos, or set a big price of cost plus the sweat equity of the chaos they bring us? I would rather take the hit, which has been pretty much priced in for a couple of years now, and be free of them "modemwise" forever. Of course still fight them royaltywise.