Why China Can Break Qualcomm

  Disclosure: I own shares of QCOM Qualcomm is a great American technology company. But it has two weaknesses. First, its growth depends too much on two business segments -- CDMA technologies and technology licensing. Second, it relies too much on the Chinese market to monetize these technologies. The second reason is why China can break Qualcomm -- simply by changing the rules of the game in China. In November, China’s National Development and Reform Commission launched an investigation int...