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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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197007 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196761Message 35341924 Any opinions?alanrs-November 26
196760they said they would update the DC and other business lines after Alphawave closOptntrdr1999-November 26
196759re- Data Center presentation....................................................Jim Mullens-November 26
196758QHT, my recollection- last earnings CC.Jim Mullens1November 25
196757Where was it announce that there was a DC update in Jan? I missed that.QCOM_HYPE_TRAIN-November 25
196756I dont think we have the real landscape here yet - other than - we seem to be moOptntrdr1999-November 25
196755Could be Google leveraging lower pricing from NVDA, like Samsung often does to QJeffreyHF1November 25
196754Their use of expensive and scarce HBM will hurt cost and limit availability / scWildbiftek6November 25
196753It looks like Google is beating Qualcomm to your starting line ... share.google waitwatchwander1November 25
196752They are not going to say much until they get this in the barn - remember - theyOptntrdr19992November 25
196751O99, re: 2026 ..................................................................Jim Mullens-November 25
196750seems like this could be the start of a very good 2026Optntrdr19991November 25
196749Alphawave IP Group Advances Towards Qualcomm Acquisition Alphawave IP Group jusabcs2November 25
196748Yup they did (Hans de Goede). Probably, they realized what Tuxedo and other wereSilcon Observer1November 25
196747but wait, they hired the head of redhat linux just now, didn't they?engineer2November 24
196746can we share Stuxnet malware (?) / en.wikipedia.orgJon Koplik-November 24
196745All Snapdragon Android Phones Will Soon Share Files With iPhones...............Jim Mullens5November 24
196744Qualcomm has always been good at making new product (X2 Elite) pin and OS(?) comwaitwatchwander1November 24
196743Interesting news. Linux PCs is a small market, and most Linux users are nerdy anSilcon Observer1November 24
196742Snapdragon X1 Elite Linux laptop cancelled due to performance concerns — Linux PBill Wolf3November 24
196741Google just announced some unexpected and welcome news: Pixel 10 owners can now Bill Wolf1November 24
196740Ian King: share.googlewaitwatchwander1November 24
196739thanks QHT. interesting stuff..................................................Jim Mullens5November 23
196738From the Court: Qualcomm v. Arm: Arn paying their expert witness to say they havQCOM_HYPE_TRAIN10November 23
196737From the Court: Qualcomm v. Arm: During deposition of Cristiano Amon, they were QCOM_HYPE_TRAIN4November 23
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