Re-Posting That Apple - Qualcom - 5G Modem Story -- November 30, 2023

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.