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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.29+0.6%3:59 PM EST
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To: engineer who wrote (195410)8/26/2025 2:16:16 PM
From: waitwatchwander2 Recommendations

Recommended By
Lance Bredvold
sbfm

   of 196996
 
I thought much of Intel's R&D spend was directed towards bringing in the lastest ASML EUV equipment.

Loosing talent is understandable but it doesn't real seem to have gone anywhere better. Ampere, Ahead, Zooks, SiPearl persisted and got offers but all their efforts are still generations away from challenging the likes of Intel's past.

AMD, Apple and Qualcomm only physically moved ahead upon the shoulders of TSMC. Capital, people, market monopoly and passion to lead and persist until victorious can come from anywhere but doesn't really matter until it bewitches the masses.

Intel and even TSMC seem too old hat to retain or regain newer or further momentum.

Same old eventually becomes old hat. Not really helpful, eh.

Maybe the time to be a fabricator is coming back? Capital cost of such today can certainly be spead farther and wider than ever in the past.

Is this the basis of the next wall street downfall? Maybe this is more down the line of being an appropriate Intel comment.
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