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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 (197294)	1/20/2026 2:31:56 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 197472

Jim -- I mentioned power management patents owned by QCOM as probably the most likely chips that would prevent a competitor like ARM from selling a marketable product. That would include personal computers, laptops, etc. Who would want to buy one that lacked power management IP? Well, maybe a desktop device relying on Wi-fi only. But there are several firms that now use the entire Snapdragon reference design, including the SoC, including power management and possibly other QCOM chips besides. Now ARM comes along with Windows on Arm SoC – with inferior power management, RFEE, or modems included. They might try to sell it cheap, but Qualcomm regardless dominates the high end of performance per watt, which is where the best profits are at a time when the U.S. and world economies are stumbling, owing to the adverse impacts of tariffs. I've mentioned for quite awhile that QCOM is attractive because it has less downside risk than many other tech stocks, including AAPL and even NVDA. That's about all I can say under these stressful political and economic events. Art