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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196773 1034 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196560Android XR — here’s how it’s different than VR headsets | Tom's Guide sharwaitwatchwander-November 8
196559100%. Q should have learned from every company who's ever been a key supplieQurious11November 8
196558Less than 5 nm applies to any chip worth using for digital compute these days. waitwatchwander-November 8
196557"Can Qcom refuse it or simply discontinue their unique modem" Q cannosbfm3November 8
196556Q should negotiate a minimum 10 year contract & Apple has to forgo their modmanning183November 8
196555Less than 5 nm applies to any chip worth using for digital compute these days. waitwatchwander-November 8
196554Qualcomm earned $215 target from BofA: Here’s what could derail it Faizan FarooqBill Wolf-November 8
196553For too much of the time I have owned Q stock, 30 years or so, Apple has not beehedgefund17November 8
196552In a true risk based analysis - it seems fairly certain that an extension will bOptntrdr19993November 8
196551Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear OBill Wolf1November 8
196550Re Apple extension. Agree on the probability of Apple wanting an extension. ApplBDAZZ2November 8
196549Chipmaker TSMC Reportedly Informs Apple of Further Price Hikes Chipmaker TSMC hRoseCampion-November 8
196548Jim mullen's has good earlier post on alphawave that I found on search "kech-November 8
196547'Memories will win': Qualcomm partnership unveils superpowered AI photo sbfm2November 8
196546Reading various reports since earnings i have a few takes 1. The Alphawave acqOptntrdr19997November 7
196545OT: So Bixby and Siri are both headed into being replaced with Gemini. I startewaitwatchwander2November 7
196544OT: Most interesting that it's iGaming that did that study. AI likely does waitwatchwander2November 7
196543What a Google-powered Apple Siri might deliver Apple has yet to deliver a smaBill Wolf1November 7
196542Qualcomm defies US-China trade tensions Qualcomm delivers strong performance in Bill Wolf1November 7
196541 Sweden crowned Europe’s AI heavyweight by Bill Wolf-November 7
196540 Quoted “AI is probably underestimated.” Cristiano Amon Qualcomm chief execBill Wolf1November 7
196539 Hot air By all accounts, the iPhone 17 is a return to form for Apple Inc.Bill Wolf-November 7
196538Perhaps it was a calculated way to convey meaningful opportunity for a nascent gJeffreyHF6November 7
196537I really don't get how Amon flubbed that question. Why is he focused on glasTelecom Dude2November 7
196536Merrill’s Liani consistently Q knowledgeable and a strong supporter for years.jazzcat20001November 6
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