Does Qualcomm have the 5G modem ready?
Yes. Other than Huawei and Samsung, they use QCOM.
AAPL got played by INTC yet again. When will it dump INTC chips in macs? Should have done years ago.
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Apple should hire a few intel insiders as spies to monitor the progress since salesperson may have a trustworthiness issue.
The proper strategy is to have a second source.
Samsung should be using QCOM too. Only Huawei and QCOM have 5G chip capabilities. Not sure if ZTE and Xiaomi use QCOM or Huawei. Probably not Huawei.
Can Apple buy QCOM? This way, Apple and Huawei will have a duopoly. Apple makes all iPhones and Huawei makes all Android phones 
Will US allow Samsung to buy QCOM? If Samsung does buy QCOM and refuse to sell 5G chips, how much hit can aapl take?
Seriously, how hard is it to make 5G chips? Itâs a shame that Intel can not even make a chip.
Huawei makes phones, I suspect its competitors may not be eager to buy 5G chips from it and Huawei may not be eager to sell 5G chips. I think production volume might be limited in the beginning
4 of the top 5 cell phone makers are in Asia. But google and Apple controls the cell phone software. Android is open source. Seems that eventually cell phones will be made in China and South Korea. How long Apple can stand the price war is to be seen.
However profit margin may depress and Apple may not be able to compete in price. I would reduce aapl if I have shares
Youâre 10 years late, pundits said that already, is why @manch and @Jil didnât buy at $142 
in Jan. 42% over 3+ months later, you come to the same enlightenment 
Correction: I bought AAPL $225 believing Tim Cook (and some extend WB) will not go wrong, sold around $148 pathetic failure, lost huge amount.
Same time, I purchased STNE, recovered all losses of AAPL plus additional 30% gain.
In this blog, I really do not see any one realistically posting about AAPL, except too many bullish (AAPL cult) people no matter whether it is at $200 or $142.
There after hate to touch AAPL. I have my own way (stocks) to gain where I am comfortable.
I donât get it⌠you lost faith in WB and sold AAPL and yet had faith in him and bought Stone.
Since WB bought AAPL, I was getting into AAPL, but when AAPL vs Huewai (China banned AAPL products), The stock dived from $225 to $148. When many blogs said AAPL is not going to meet its $95 Billion sales target, I blindly believed Tim Cook is right on target. Finally, he revised his sales target to $86 Billion, I came out of it. This is rare miss by them after 20 years.
When stocks dipped I bought STNE at $17.5âŚbut sold at $44.5 (I could exactly guess when it is hyped), then bought at $35 recently , but today I am more than doubled stake when it dived.
IMO, current price is too low for the fundamentals. With STNE, I am not always optimistic, but I am able clearly see when it is really hyped and when it is really low.
Gain from $17.50 to $44.50. Loss from $35 to $26.50. Net gain > loss in AAPL? 1.3 * 26.50/35 < 1 Bought 90 STNE @$25.50 so I can tease you that I own STNE at cheaper price than 1 
As of date, STNE(2019 Net gain) - AAPL (2018 net loss ) - STNE (2019 Loss from $35 to $26.50) =$ Positive ???.
The right comparison should be:
STNE (2019 Net gain) - STNE (2019 Loss from $35 to 26.50) vs Loss in AAPL: $225 - $203.86
Better wish STNE doesnât continue to decline while AAPL continues to rally. Otherwise the gain/loss would reverse 
This issue with AAPL was FOMO buying repeatedly at $225, $190, $175, $160 finally selling at $148.
The issue with STNE is bought bulk (Buy at dip) at $17.4 and sold at $44.5
Even when I was buying STNE at $35, I did not buy bulk, just small skeptical purchase I made, expecting sudden fall as S&P is at its peak. Made comfortable bulk purchase at $28, $27.5, $26.5 today.
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That means your cost of AAPL purchase is lower than $203.86 
Equation becomes:
STNE (2019 Net gain) - STNE (2019 Loss from $35 to 26.50) vs Gain in AAPL: $203.86 - Avg 2019 buy
I can not equate clearly as it was trades, but last year biggest loss was AAPL, biggest gainer was TEVA.This year, biggest gainer is STNE, next gainer is AMZN, UBNT, TSLA and no major loss.
What I understand overall, I am good at trading stocks, but not good at holding stocks.
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Appleâs 2020 iPhones could support 5G networks using parts from Qualcomm and Samsung, according to a new research note from analyst Ming-Chi Kuo.
No way. 2020 iPhones designs already baked in. The soonest 5G iPhone will be 2021.
The networks are not ready for 5G anyways.