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

To: aryl who wrote (197393)	1/27/2026 5:42:48 PM
From: Art Bechhoefer	7 Recommendations Recommended By Jim Mullens Jon Koplik Ken Carrillo matherandlowell METMAN and 2 more members Respond to of 197400

aryl -- I disagree. Amon is doing a job in many ways better than his predecessors because he is more intent in presenting Qualcomm's numerous strengths to a world that relies more and more on questionable AI generated views favoring Qualcomm competitors. Qualcomm, however, is sufficiently different from more glamorous tech/semiconductor firms, so that comparing them is difficult. The company faces trumped up barriers, not just from Apple. But companies often carry a tradition or culture of their founders for many years after the founders are gone. Irwin Jacobs was a very modest, humble person, which I gathered when I first met him at an early shareholders meeting. He was preeminent in his expertise, digital signal processing, and less interested in aggrandizing personal wealth as he was in bailing out the San Diego orchestra or financing an engineering wing in Haifa. Qualcomm has its own assets – the patents – and makes them available in ways that create hatred among some but envy among others. As long as they can remain leaders in performance per watt at competitive prices, we need not worry. I have held QCOM shares since January 1992 and I don't worry about how much it goes up in a period where the chief worry is downside risk, which is far lower for QCOM than tts peers. I could spend an hour or two explaining why, but since everything takes longer these days, I'll let its value speak for itself. Art

To: aryl who wrote (197393)	1/27/2026 9:59:51 PM
From: waitwatchwander	2 Recommendations Recommended By matherandlowell ryhack Respond to of 197400

Amon focused upon auto especially the cockpit. Training of AI was also never their forté. They have delivered AI in their field and are now extending it in a logical manner. Thinking they have missed AI is short sighted. Broadcom came from the networking side, so for them to move into data center AI was less of a stretch. Looking fwd at this point seems rather important. A ton of water has flown under the bridge and Qualcomm didn't drown. That's good. Still waiting for your calls out of the windshield rather than those of the rearview mirror. Where can Qualcomm sell their inference cards?