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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198071 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196577BMW Neue Klasse taps Qualcomm chips, AI for driver assist - Automotive News shwaitwatchwander711/10/2025
196576Samsung Edge didn't sell well either and it came with a Qualcomm modem. Asswaitwatchwander511/10/2025
196575It suggests the C2 is woefully late. Apple wouldn't care if sales for the C1JeffreyHF711/10/2025
196574wonder what that says about the modem?? Could we be setting up for a contract Optntrdr1999311/10/2025
196573Can’t make this up: Reuters) - Apple ( AAPL) will not release the next version oGR8FORM711/10/2025
196572O/T sort of: Apple delays next version of iPhone Air, the Information reports METMAN811/10/2025
196571HF, re- AAPL Modem – conditions for QCOM to continue to supply or not any onJim Mullens611/10/2025
196570QCOM- “A” and 1 Percentile- Schwab Equity Rating Report......................Jim Mullens811/10/2025
196569Memories.ai and Qualcomm Collaboration. Memories.ai Introduces Large Visual MeBeenRetired411/10/2025
196568Handsets are 70% of Qualcomm's chipset business. They are always going to bwaitwatchwander211/9/2025
196567Jim. Recall the earnings call. Apple, Samsung and Mediatek were all raised by thhedgefund211/9/2025
196566Apple Plans Major New Satellite-Powered Features for iPhones ................. Bill Wolf111/9/2025
196565OT: Patent fee changes are ridiculous. The govt already gets their cut on patenwaitwatchwander711/9/2025
196564Chipmaking industry pushes back on U.S. Patent Office considering imposing annuasbfm511/9/2025
196563I think that an AAPL extension would include the transfer of its modem IP and reOptntrdr1999211/9/2025
196562Hedge/ Curious - AAPL Modem – conditions for QCOM to continue to supply or nJim Mullens811/8/2025
196561Follow up to -QCOM v NVDA- video (revenue / share price projections)............Jim Mullens311/8/2025
196560Android XR — here’s how it’s different than VR headsets | Tom's Guide sharwaitwatchwander-11/8/2025
196559100%. Q should have learned from every company who's ever been a key supplieQurious1111/8/2025
196558Less than 5 nm applies to any chip worth using for digital compute these days. waitwatchwander-11/8/2025
196557"Can Qcom refuse it or simply discontinue their unique modem" Q cannosbfm311/8/2025
196556Q should negotiate a minimum 10 year contract & Apple has to forgo their modmanning18311/8/2025
196555Less than 5 nm applies to any chip worth using for digital compute these days. waitwatchwander-11/8/2025
196554Qualcomm earned $215 target from BofA: Here’s what could derail it Faizan FarooqBill Wolf-11/8/2025
196553For too much of the time I have owned Q stock, 30 years or so, Apple has not beehedgefund1711/8/2025
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