The recent Apple and FTC lawsuit against Qualcomm is more of a negotiating tactic than a threat to Qualcomm's licensing business model.
We feel the most likely outcome in the dispute between Qualcomm and Apple is a reduction in royalty rates (already priced in).
Qualcomm’s licensing business model and potentially a portion of QCT is perceived to be in jeopardy.
Overlooked is the definitive merger agreement between NXP and Qualcomm, which would be immediately accretive and create the third largest chip company in the world-- behind only Intel and Samsung.
Submitted April 11, 2017 at 07:02AM by gambit270 http://ift.tt/2pp30ad
