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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198470 1055 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196092QCOM mention this morning on Maria bartiromo Wall Street week: Samsung to make bGR8FORM510/18/2025
196091Once Apple goes 100% own modem that gives Qcom max leverage on licensing renewalfreefromwires710/18/2025
196090Otoh, one could invert your argument. Q might have been incentivized to cut CookQurious110/18/2025
196089I'm late responding to your post about fear of licensing renewals. Friday isSrat Man210/17/2025
196088Interdigital has always been a fair and reasonable licensor and to my recollectifreefromwires110/17/2025
196087"accusing it of monopolizing the video compression market and engaging in amatherandlowell110/17/2025
196086Sbfm- re: Walmart deploying millions of IoT sensors across the U.S............Jim Mullens510/17/2025
196085Antitrust Allegations: In August 2025, Disney filed an antitrust lawsuit againstfreefromwires210/17/2025
196084I have a feeling Interdigital (IDCC) has some really important IP in this area. freefromwires210/17/2025
196083Qualcomm (NASDAQ: QCOM) declares $0.89/share quarterly dividend, in line with pE_K_S410/17/2025
196082In-Depth Analysis of HEVC Standard Essential Patents Ownership and Impact thirdwaitwatchwander210/16/2025
196081fibocom-launches-5g-fwa-portfolio-powered-by-qualcomm-x85-x82-modem-rf-systems waitwatchwander110/16/2025
196080Shiftall Announces Next Thin & Light 'MeganeX' PC VR Headset, Shippiwaitwatchwander210/16/2025
196079Ray-Ban maker EssilorLuxottica says Meta smart glasses are boosting growth cnbcsbfm310/16/2025
196078> But now that Arm seems to be entering into competition with Qualcomm's QCOM_HYPE_TRAIN410/16/2025
196077Institutions likely make just as much money lending out their QCOM stock to hedgwaitwatchwander110/16/2025
196076Free, re: sometimes the market is stupid.......................................Jim Mullens210/16/2025
196075The stock markets answer is to propel energy companies higher and to continue tofreefromwires410/16/2025
196074Sbfm , Haas planted the seed ..................................................Jim Mullens110/16/2025
196073QHT -- It's possible, as you noted, that ". . . Arm doesn't have quArt Bechhoefer1210/16/2025
196072Distributing anything doesn't reduce anything. It just moves stuff elsewherwaitwatchwander-10/16/2025
196071It will hopefully also filter to the analysts that no one is going to be doing iQCOM_HYPE_TRAIN210/16/2025
196070"I wonder whether Q's (currently) close relationship with Google competmatherandlowell210/16/2025
196069I wonder whether Q's (currently) close relationship with Google competitor Msbfm-10/16/2025
196068If that slot is opening up, then QCT will have a good shot competing for it, tooJeffreyHF210/16/2025
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