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To: Johnny Canuck who wrote (69241)12/27/2025 12:47:42 AM
From: Johnny Canuck  Respond to of 69255
 



To: Johnny Canuck who wrote (69241)12/27/2025 1:08:40 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 69255
 


This is a opportunity for QCOM but keep in mind QCOM is also essentially an IP company.

It tries to sell customer engineering services in addition to chips and IP.

QCOM has bee pressured to reduce royalties also. AAPL ditching QCOM foe its own modem chips comes to mind.