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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
197016 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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195131While so much of the announcement is vague and ambigious, the carve-out for thossbfm1August 6
195130That's Qualcomm's strategy but I don't think it's working well fcold_snowman4August 6
195129Trump Plans 100% Tariff on Chips With Carveout for Apple, Others By Hadriana LowBill Wolf-August 6
195128The interesting part of this is that it doesn't mention the NPU. Similar Quacold_snowman2August 6
195127If that's Q's strategy, then why is Mediatek out selling Q in those segmsbfm2August 6
195126Art, re: QCOM v MediaTek .......................................................Jim Mullens1August 6
195125Jim -- Comparing the data on data shipments and revenue share for MediaTek and QArt Bechhoefer1August 6
195124Vkvraju5, re: MediaTek............................................... Q gave wJim Mullens2August 6
195123Anyone else notice Apple's "just in time" additional $100B investmMETMAN5August 6
195122Don't hold your breath for OpenAI’s new model to run on your phone's Snasbfm3August 6
195121Meat Quest.Jon Koplik-August 6
195120just realized : anagram of Meta is : meat !Jon Koplik1August 6
195119Are 5G laptops worth it? 7 key facts you need to know pcworld.comBill Wolf-August 6
195118The Future Beyond Meta Quest and Vision Pro Is Coming in Glasses Form. What WillBill Wolf-August 6
195117 Latest From CFO Journal Qualcomm CFO on Forecasting and the Next Uses of Bill Wolf1August 6
195116Wholesale price, capped.JeffreyHF1August 6
195115In China, NDRC forced Qualcomm to unbundle CN SEPs (i.e., SEPs filed in China) fStock Prosecutor3August 6
195114I always thought MTK got their biggest kick when Q created their Innovation Lab waitwatchwander3August 6
195113"Now if they want the best..." Definition of best is different for divkvraju51August 6
195112"Also, EBT margins in QCT of 28% in the Sept Q are a clear disappointment avoop-August 6
195111Mediatek "will", Qualcomm "does". Lot of "wills" waitwatchwander5August 5
195110I think the SEP workaround is another AAPL PR ploy to make it seem like QCOM buOptntrdr19993August 5
19510905 Futurum – Blanchard on QCOM Q3F25 earnings Analyst(s): Olivier BlanJim Mullens7August 5
195108META / QCOM - follow up Copilot Q&A - Q >>>What's to keep QJim Mullens5August 5
195107Ben, re: QCOM and META........................................... Thanks Jim Mullens6August 5
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