No. of Recommendations: 2
Indeed T.

Point of my flurry of posts is it's been quite a couple weeks of info coming not of Q. The tendency might be to roll one's eyes and continue to think of Q as dead money. After all hasn't it been since ~Y2K?

Perhaps, OTOH, the slumbering giant might finally be awakening as Q's investments in 5G and Data center start coming of age and the future earning potential starts to become clear to buyers.

Aside from the buyout attempt announced by AVGO and the price action, there's been earnings call and this public presentation on data center and 5G progress.

The interesting things there for me was a) the 25% growth in non-mobile product revenue to $3B and b) the insights into how QCOM sees a Nexus between 5G and their data center chip designs focused on the Fringe.
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