We are in a phase that the dispute with Apple is not hurting us to the full degree, except maybe in the litigational sense, but I’m not talking about that. When will we feel the full effect of Apple not being a buyer of our products and how severely will that hurt Qualcomm?
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Qcom has 2 sources of income from aapl. One is patents which they need to pay irrespective of qcom chips and other is chips them selves which they can choose to use us or do internally or both. I hope management will downplay the second component and encourage to 0 it out to the investors. The real story is the survival of the licensing model.
Been feeling it and it continues. Nothing says Apple can only buy from us, so unless the price is rock bottom, leaving minimal profit for us, then Apple will not buy from us.
So even if Apple becomes a customer, don't expect much to the bottom line.
Sell your stock in six years
Well you're obviously not a Qualcomm employee. Are you a Russian troll or something? Apple and Qualcomm kissed and made up, try to keep up.