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

To: BDAZZ who wrote (196550)	11/8/2025 11:21:24 AM
From: Optntrdr1999	3 Recommendations Recommended By BDAZZ Dr. John SirWalterRalegh Read Replies (1) \| Respond to of 196784

In a true risk based analysis - it seems fairly certain that an extension will be worked out - AAPL cannot afford a blow up and their modem is not just slightly worse - That puts QCOM in the drivers seat for this - If I am AAPL - I want to extend the modem deal... extend the license and get an option to embed in the A chips If I am QCOM - I want an end to the never ending cycle of BS caused by AAPL - I also completely understand the nature of tell AAPL to shove it - but - the real value here is getting a very good long term peace

To: BDAZZ who wrote (196550)	11/8/2025 4:02:18 PM
From: sbfm	3 Recommendations Recommended By BDAZZ mk511 sd_yomar Respond to of 196784

"Can Qcom refuse it or simply discontinue their unique modem" Q cannot refuse a license (FRAND royalties), but has no obligation to manufacture a modem for Apple. Q is bound by whatever terms are set forth in the (separate) Supply Agreement - we don't know what options Apple has or doesnt have to extend that SA. (We've all assumed, based upon Q's public statements, that the SA expires in 2026.) What we dont know is what, if anything, is happening outside of public view. There are several different possibilities (assuming Apple hasn't advanced its C* to a point that Apple is ready to take the modem totally in-house): 1. Use Q's last thin modem design and re-up for a year with old tech, 2. Apple and Q have been collaborating on a modern thin modem and re-up for a few more years (doubtful in light of Q's constant guidance winding down Apple's revenue combined with Q's need to keep a plowing in R&D to advance the thin modem tech), 3. Apple and Mediatek have been silently working on a stopgap thin modem and will announce a Supply Agreement within the next several months (who knows). Occams razor says Apple will go with its (good enuf) modem and its customers won't care.