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Thursday, March 28, 2024

Comment by mSquare

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  1. mSquare

    QCOM – may get cheaper. They picked just one too many fights – besides the royalty dispute with Broadcom, they fight with big customers who are unhappy like Nokia, Telcos by demanding more royalties and countries/EU etc. In India (the wireless market with most growth next few years), their biggest two customers (with CDMA) have been moving away – even the cost of building new GSM infrastructure! They also face more/new competition from likes of INTC with good WiMax ideas etc.



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