https://seekingalpha.com/article/4769362-shifting-gears-downgrading-qualcomm-to-hold-amid-loss-of-apples-business
3 replies (most recent on top)
Modem "battle" sounds weird. It's not like they sell their modems to third parties. the only competition is mediatek.
Hoping for the best, since as an ex-Q engineer I still hold some Qualcomm stock.
https://9to5mac.com/2025/03/19/apples-c1-outperforms-iphone-16-with-qualcomm-in-most-benchmarks/
Modem battle is lost :(.
Other investments will pay off BIG. Our CEO said so!!