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Webster defines it as "to take to be true on the basis of insufficient evidence". It's not based on fact. If there was facts you could just state those without speculating. In this particular case he's talking about Apple's motives or reasons behind what they did... Unless Tim Cook came out and said "Yes we were just doing this for this reason" or this guy is some inside person at Apple it's completely speculative.

I can speculate that Apple is planning to buy out Facebook based on my theory that they're championing privacy issues and this would be a great thing for that cause. Is that going to happen? Only the people at Apple would know.

Yeah which is fine. That is similar to inferences. Arguably you don’t have as much data to play with when speculating. You’re speculating over their speculation. What if they are right?

In other words, what is the point of calling out people’s speculation when you don’t even know? Some of these stock traders here were so confident that the impact of China on Apple’s stock prices would be nil, that they were proven wrong despite claiming they knew the “facts”

You should probably remind yourself that you are on a rumors site. The people that claim they use facts are people selectively choosing their data set to support their rhetoric
 
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Yeah which is fine. That is similar to inferences. Arguably you don’t have as much data to play with when speculating. You’re speculating over their speculation. What if they are right?

In other words, what is the point of calling out people’s speculation when you don’t even know? Some of these stock traders here were so confident that the impact of China on Apple’s stock prices would be nil, that they were proven wrong despite claiming they knew the “facts”

You should probably remind yourself that you are on a rumors site. The people that claim they use facts are people selectively choosing their data set to support their rhetoric
I agree that they could be right. I could be right about Apple buying Facebook. I'm not saying people can't speculate or even state what they believe based on just solely their feelings. The point of calling it out as speculation? Just to make it clear that what they're saying isn't a fact. While the site is MacRumors I don't think it's fair to call it a "rumors site". Again to be clear everyone should be entitled to their opinions, speculations, and to say what they want. I also am entitled to reply just as you did to my post. I think that's called discussion and it's pretty good if kept civil.
 
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Apple should have bought Intel's modem chip business and given a big FU to Qualcomm. Although that would have probably ended as well as sapphire glass... lol
 
Well stated. But wasn't the royalty settlement somewhere between Apple's asking position and QCOM's position?

Apple was asking for $9B for overcharging from QCOM -- or $27B if tripled. QCOM had asked for $7B in court, but Apple owed approximately $4+B, or $500M/quarterly in unpaid royalty * 8 quarters = $4B. There is also late fee (probably insignificant amount), but it looks like Apple isn't getting their $1B rebate they'd won earlier.

So all in all, it looks like QCOM got everything they'd asked for.
 
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Apple was asking for $9B for overcharging from QCOM -- or $27B if tripled. QCOM had asked for $7B in court, but Apple owed approximately $4+B, or $500M/quarterly in unpaid royalty * 8 quarters = $4B. There is also late fee (probably insignificant amount), but it looks like Apple isn't getting their $1B rebate they'd won earlier.

So all in all, it looks like QCOM got everything they'd asked for.
You don't know what they asked for, so you can't make that assumption. Apple and QCOM suddenly settled after years of litigation. Apple likely gave something up and so did QCOM.

As an example, QCOM might have wanted even more favorable terms for a future deal. Apple said we'll pay you what we owe AND buy chips from you for 4 years if you give X terms. QCOM thinks, hmmm...get the billions we are owed and lock up a huge customer for years and drop all this nonsense? WHY NOT? Just speculation, but negotiations aren't one way when companies with this much power are arguing.
 
Everything you posted was speculation, particularly the Steve Jobs bit.

Except, they are not. They are directly coming from Qualcomm and Apple's court case. Shown as evidence or Spoken in front of the Jury. And recounted by Multiple Journalist, whom were actually in the court room.

And I am out.
 
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Except, they are not. They are directly coming from Qualcomm and Apple's court case. Shown as evidence or Spoken in front of the Jury. And recounted by Multiple Journalist, whom were actually in the court room.

And I am out.
You’re cherrypicking. You don’t have the FULL terms and Apple confirmed on their call that those will not be disclosed.

There is NO way to know who got the better end of this. With settlements, both could be happy and/or upset. This is the sign of a good deal.
 
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You’re cherrypicking. You don’t have the FULL terms and Apple confirmed on their call that those will not be disclosed.

There is NO way to know who got the better end of this. With settlements, both could be happy and/or upset. This is the sign of a good deal.


I'm not sure he is cherrypicking very much. I can prove all following.

1) At some time in 2016, angry at Apple for testifying in the anti-trust case, Qualcomm stops paying Apple the Modem rebate.

2) In the final quarter of Calendar year 2016(Oct-Dec) (which is 1st quarter of Fiscal year 17 for Apple), Apple stops having their manufacturers stop paying Qualcomm money for the modem license to compensate for the rebate money not happening.

3) Dec 31, 2016 - The contract for $7.50 per unit for the modem license expires without being renewed, apple refuses to sign a license based on a percentage of unit cost as most of the other have.

4) Apple had paid no money for modem royalty since before the expiration.

5) Qualcomm announces the new pricing in 2017 of a cap of $500 of a value of a phone, that makes the 3.25%+1.75% (from here on out called 5%) fee to be $25 per phone.

6) Qualcomm announces the new pricing in 2018 of a cap of $400 of a value of a phone that makes the 5% fee $20 a phone

7) Qualcomm and Apple filed lots of lawsuits in several countries.

8) Apple moved away from using Qualcomm parts in the iPhone which hurt Qualcomm financially

9) Qualcomm lost a lawsuit to Apple for $1B

10) Apple lost a recent lawsuit to Qualcomm but damages have not yet been awarded (and won't ever be now because of the settlement)

11) Qualcomm had to put up a $1.5 Billion dollar bond in Germany to stop the sale of some iphones in that country in January of this year.

12) April 16, 2019 - Apple and Qualcomm settle everything including signing a 6 years of licensing with an additional 2 years optional.

13) May 2019 - Qualcomm annual report says they will receive "cash payment from Apple and the release of related liabilities." totaling 4.5-4.7 Billion. Depending on what counts as release of related liabilities, (As I point out I think the Bond does, I know the rebate owed to Apple does, so Apples check may not be as big as many are thinking)

14) It appears from Qualcomm's comments about the increase in royalties in upcoming quarter that Apple is paying somewhere between $8-$9 a unit, Apple will begin paying these royalties this quarter.
-Tig
 
People hating on Apple are acting like yay Apple was ordered to pay Qualcomm a fine, that'll teach em. The reality is Apple and Qualcomm reached an agreement that both parties felt would be beneficial. Apple will get 5G modems and Qualcomm will get lots of money for this. One could argue that percentage wise Qualcomm is benefiting more but of course they're selling to Apple. Apple will benefit in the long term with sales due to their phones will have 5G.
 
A $5 billion modem is not going to fix the problems with Apple's phones. The guidance Tim gave to Wall Street should get him booted next quarter. No way Apple will make improved numbers.
 
Woot! Go San Diego. Go Qualcomm. I'm guessing we'll be seeing a lot more Teslas on the 805 now after this payout, hehe.
 
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A $5 billion modem is not going to fix the problems with Apple's phones. The guidance Tim gave to Wall Street should get him booted next quarter. No way Apple will make improved numbers.
Tim booted on the next quarter. I'll give it to you that you're optimistic about the Apple failing dream. Just make sure you post here when the next quarter rolls around and ole Tim Apple is still in his chair and Apple chugging along as usual.
 
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