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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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Emcee:  Silcon Observer Type:  Moderated
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196902Wild, re: Ventana Micro Systems ..............................................Jim Mullens512/11/2025
196901Ventana comes with a well rounded executive. riscvsummit2021.sched.com youtu.bwaitwatchwander112/10/2025
196900Yes, going the patent expiry route Apple would be stuck with basic 4G/LTE prior waitwatchwander412/10/2025
196899if they want to stay 17 years behind the state of the art, then they can play thengineer912/10/2025
196898yea antenna gate saved their butt.engineer412/10/2025
196897Elroy, I agree with you I like stocks which go up. Five years ago I invested iFrank Sully-12/10/2025
196896I should have been clearer - AAPL has a problem with its tolling at the App StorOptntrdr1999512/10/2025
196895Android 16 has a new "Artificial Intelligence" usage option under &quowaitwatchwander212/10/2025
196894if cost was a concern for analysts - it would have been an issue - instead theirOptntrdr1999212/10/2025
196893O1999, re: AAPL modems .......................................................Jim Mullens-12/10/2025
196892Yes, none have kept up with Qualcomm as to innovation but that wasn't my maiwaitwatchwander412/10/2025
196891you guys are all confirming my point....but your analysis forgets the required bOptntrdr1999212/10/2025
196890CA is sitting across from president trump right now along with Michael dell and GR8FORM1112/10/2025
196889There is a cost factor in the actions of Apple. When Apple's current contrawaitwatchwander412/10/2025
196888"i agree with you it is all about control," It's all about arrogamatherandlowell712/10/2025
196887It's starting to look a lot like Christmas. j.matherandlowell212/10/2025
196886Any idea what’s driving our outsized gains today? No complaints, obviously, but mk511-12/10/2025
196885i think you come at this from a wierd angle. the dollar value is everything witengineer1412/10/2025
196884The dollar value never mattered - why would they spend billions on a $26 part - Optntrdr1999212/10/2025
196883Re: modem............ Care to share your analysisJim Mullens-12/10/2025
196882Maybe eventual Cook replacement will be a rational guy and ditch this in-house vQurious712/10/2025
196881nothing really new here -Optntrdr1999-12/10/2025
196880How much power does a Qualcomm on-device NPU use for inference with a 7B parametwaitwatchwander-12/10/2025
196879QCOM – AAPL modem analysis .....................................................Jim Mullens312/10/2025
196878Layoffs at Tenstorrent as Startup Pivots Towards Developer Sales | Hacker News waitwatchwander-12/10/2025
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