Bullish Case: Qualcomm's partnerships with high-profile companies like Samsung and Google suggests a potential for growth in the AR/VR market, indicating future profitability [The Verge]. The company's vast patent portfolio and status as a major wireless chip vendor indicates strong market positioning [benzinga.com].


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Bearish Case: Termination of Qualcomm's Satellite project due to lack of interest from smartphone makers indicates a missed opportunity in expanding its market footprint [Engadget, Engadget, The Verge]. Objections to India's Live TV proposal could disrupt Qualcomm's business in the Indian market [seekingalpha.com, english.aawsat.com].


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Takeaway: Qualcomm's future heavily depends on how it navigates challenges in the Indian market, competition in the satellite communication technology, and opportunities in the AR/VR market. It's a crucial period for Qualcomm's strategic decision-making with potential high rewards and risks [benzinga.com, Engadget, Engadget, The Verge, The Verge, seekingalpha.com, english.aawsat.com].


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Potential Outcomes:

1. Increased collaboration in the AR/VR market could boost Qualcomm's revenue and market share (40%). This estimate is based on ongoing collaborations with Samsung and Google in this sector [The Verge].

2. A shift in India's proposal for Live TV technology could avert potential financial losses and operations disruptions for Qualcomm (20%). The complexities and costs involved have already sparked objections [seekingalpha.com, english.aawsat.com].

3. Qualcomm's termination of the Satellite project could lead to competition surpassing them in satellite communication technology (30%). The project's cancellation indicates a gap in this area of technology development [Engadget, Engadget, The Verge].

4. Alien life discovery by SETI, funded in part by Qualcomm's cofounder, could potentially revolutionize communication technologies (10%). However, it's a highly speculative and uncertain event that hinges on factors outside of Qualcomm's control [The Register].


November 14, 2023







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