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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.30-0.5%Dec 11 3:59 PM EST

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To: waitwatchwander who wrote (195577)9/10/2025 12:49:56 PM
From: Doug M.  Read Replies (1) of 196920
 
Good point - but I'm just pointing out that, in my view, Intel is in a similar position
as GE was back in 2019 or so. I bet on that then and I'm betting on this now -
with equal levels of well-researched conviction.

PS:

Similar to when Mollenkopf telling all of the people who really didn't want to
listen when he kept on saying that Qualcomm had the "legal high ground"
against Apple. When I listen to Lip-Bu, I hear a lot of similarites with those
things.

Naga says that the tech is going well - this has been reiterated numerous
times since this event a few months ago:

AMD, ARMH, INTC, NVDA Message Board - Msg: 35217221
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