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

To: Jim Mullens who wrote (196562)11/9/2025 7:02:33 AM
From: Optntrdr19992 Recommendations

Recommended By
Dr. John
waitwatchwander

  Respond to of 196781
 
I think that an AAPL extension would include the transfer of its modem IP and related key people

I dont see how you can force Tim Cook out - but its a nice idea

I actually think having Cook in there - and having to face the music for the billions of dollars wasted and not spent on innovating its core tech is a much bigger win



To: Jim Mullens who wrote (196562)11/9/2025 1:34:20 PM
From: hedgefund2 Recommendations

Recommended By
Dr. John
sbfm

  Read Replies (2) | Respond to of 196781
 
Jim. Recall the earnings call. Apple, Samsung and Mediatek were all raised by the analysts as possible black clouds and that will always be the case until Q is no longer reliant on the modem business. And the Apple relationship has been the most volatile. Until diversification becomes a fact, Q will not benefit from any relationship with Apple. HF


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