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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198031 1046 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196386Krugman also predicted a recession due to trump tariffs in 2016. There was none.kech510/31/2025
196385Krugman. To put his name in the same sentence as Tero and Kramer takes a lot of.Qurious110/31/2025
196384Jesus Christ Art, Paul Krugram? The Tero of economists. I put Krugram, Tero, andCooters810/31/2025
196383Yep, 3G was CDMA, remember the battle with Nokia and settlement with Ericsson. Silcon Observer110/31/2025
196382I call this #Ai CircularEconomy and have been talking about it for >1 month..Silcon Observer-10/31/2025
196381I dismissed those people. The ones whose negative opinions re Q I cannot easily Qurious110/31/2025
196380This time, owing to the immediate impact of tariffs on consumer purchases of notArt Bechhoefer-10/31/2025
196379Yes, Apple is probably betting on an oversupply of cloud based AI servers, but aArt Bechhoefer110/31/2025
196378Art - The predictions of stagflation and economic collapse are pretty much overOptntrdr1999810/31/2025
196377OT: if the prediction of over supply pending is true, Apple will be able to buy waitwatchwander510/31/2025
196376John -- Well, Apple's approach, essentially to rent AI cloud server capacityArt Bechhoefer210/31/2025
196375OT, for what it's worth. John While many of the largest tech companies racJohn Hayman-10/31/2025
196374A bit of a long winded post about the AI200/250 from someone not directly associWildbiftek910/31/2025
196373Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest Paywallwaitwatchwander110/31/2025
196372Wasn't it vendor financing that blew up telecom after Y2K?waitwatchwander-10/31/2025
196371"Why so much hatred?" Is it hatred or greed, or both? Qualcomm has rArt Bechhoefer910/31/2025
196370I'm sure Qualcomm has OFMDA patents going into the future. It's the basiwaitwatchwander210/31/2025
196369Sounds like he was loud and publicly short and he just got his ass handed to himBDAZZ410/31/2025
196368<<Why so much hatred?>> Throughout my experiences in this world thaDoug M.110/31/2025
196367Saudi Arabia, UAE Pour Over $130 B Into AI To Offset Oil Price RisksBy Alex KimDoug M.410/31/2025
196366That they understand the royalty is capped doesn't mean they understand the Wildbiftek1810/31/2025
196365How OpenAI Uses Complex and Circular Deals to Fuel Its Multibillion-Dollar Rise Bill Wolf110/31/2025
1963646G momentum is building It may still be a few years away, but this week has cerBill Wolf410/31/2025
196363 Apple’s iPhone sales disappoint by NicBill Wolf310/31/2025
196362speaking of wifi routers. "US Government Urges Total Ban of Our Most PopulaDr. John-10/31/2025
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