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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (190668)	11/15/2024 1:03:07 PM
From: Elroy	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 196393

Some are forecasting explosive CAGRs, > 40%. Well, this is just new PCs having some AI capability (<- whatever that is), and replacing old PCs which don't the AI capability. It won't be too long before every PC is an AI PC, and the CAGR will be back PC CAGR of to 0-3%. I understand QCOM is entering the PC processor space, and it's a greenfield environment for them. Yup. I still don't have much of an idea of what an AI PC will do that my current two year old PC cannot. That was my point. If I don't know what an AI PC does, I'm pretty sure demand for AI PCs ...... what shall I say, doesn't exist? Basically demand for PCs exists, and new PCs are called AI PCs. Something like that.