I'm thinking of exiting my position. Qualcomm makes the best chips for smartphones, no doubt. But despite their technology division accounting for 2/3rds of their revenue, the licensing segment is the majority of their income.
With several entities having targets on QCOM, I see the best case scenario of their lawsuits to being forced to change their licensing practices, potentially eradicating a large portion of the company's income. Is there any reason to hold or buy Qualcomm?
Submitted July 22, 2017 at 04:14PM by Kunu2 http://ift.tt/2tQbNnA
