Locator: 46208AAPL.
Updates
December 4, 2023: 6G modem -- link here.
- maybe things are not as dire as some might suggest regarding the relationship between QCOM an AAPL
- the writer at the link questions Apple's assertion that it has ended its own R&D on a 5G modem (that needs to be parsed)
- interesting, interesting article: note the speculation in Intel -- something to watch
- think about this: maybe Apple is looking to encourage another manufacturer of modems to compete with QCOM
Original Post
Posted yesterday. Re-posting:
Apple: holy mackerel! Did I miss this story? Am I missing something? If I’m reading this correctly why is this story not getting move coverage? Anyone following QCOM? Link here. I’ll probably post this as a stand-alone post. QCOM is up 20% in the past month and represents one of my bigger tech holdings. P/E under 20; pays 2.5%. Long backstory.
And, then there is this, link here:
A lot is packed into that story. Including a huge "thank you" to Joe Biden and the Inflation Reduction Act.
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