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


To: kelseysuncle who wrote (196529)11/7/2025 1:15:47 AM
From: Telecom Dude2 Recommendations

Recommended By
Dr. John
Ruffian

  Read Replies (1) | Respond to of 196772
 
I really don't get how Amon flubbed that question. Why is he focused on glasses form factor or watch form factor or the wearables form factor? That market is tiny tiny compared to the data center one. Forget about multi-billion. If Qualcomm can make a good chip, it could be worth 10s of billions. Maybe they are not thinking big enough, or just don't have the XPU chops.