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

To: Elroy who wrote (197261)	1/18/2026 12:53:20 PM
From: Doug M.	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 197507

<< For how many decades has Lip-Bu been delivering on what he says at Intel?>> Are you implying that Lip-Bu is going to change his stripes after joining Intel? He joined Cadence in 2009 and grew the stock from $2.42 to $180 by 2021. And many of his venture capital investments at Walden have been home runs. <<He also invested in Nuvia, which Qualcomm (QCOM.O), opens new tab bought for $1.4 billion in 2021, making it a central part of its push to compete with Intel in the laptop and PC chip markets.>> Intel's new CEO Lip-Bu Tan has a history as a successful underdog \| Reuters And, unlike Gelsinger, he doesn't throw away money - he's shrewd and he buys SambaNova on the cheap for $1.6 billion when it was valued at about $5 billion a few years ago: Intel Is Said to Near $1.6 Billion Deal for Chip Firm SambaNova - Bloomberg He knew what he was dealing with when he became CEO of Intel 10 months ago because he was on the board for several years before that. He knew enough to understand that Intel has a great foundation that needed a major overhaul. And he's the just the right man at the right time. He also put his money were his mouth was by buying $25 million in stock right after he became CEO of Intel.