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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196978 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196903I ran similar questions through Gemini - got similar results - I did focus on thOptntrdr19993last Thursday
196902Wild, re: Ventana Micro Systems ..............................................Jim Mullens5last Thursday
196901Ventana comes with a well rounded executive. riscvsummit2021.sched.com youtu.bwaitwatchwander1last Thursday
196900Yes, going the patent expiry route Apple would be stuck with basic 4G/LTE prior waitwatchwander4last Wednesday
196899if they want to stay 17 years behind the state of the art, then they can play thengineer9last Wednesday
196898yea antenna gate saved their butt.engineer4last Wednesday
196897Elroy, I agree with you I like stocks which go up. Five years ago I invested iFrank Sully-last Wednesday
196896I should have been clearer - AAPL has a problem with its tolling at the App StorOptntrdr19995last Wednesday
196895Android 16 has a new "Artificial Intelligence" usage option under &quowaitwatchwander2last Wednesday
196894if cost was a concern for analysts - it would have been an issue - instead theirOptntrdr19992last Wednesday
196893O1999, re: AAPL modems .......................................................Jim Mullens-last Wednesday
196892Yes, none have kept up with Qualcomm as to innovation but that wasn't my maiwaitwatchwander4last Wednesday
196891you guys are all confirming my point....but your analysis forgets the required bOptntrdr19992last Wednesday
196890CA is sitting across from president trump right now along with Michael dell and GR8FORM11last Wednesday
196889There is a cost factor in the actions of Apple. When Apple's current contrawaitwatchwander4last Wednesday
196888"i agree with you it is all about control," It's all about arrogamatherandlowell7last Wednesday
196887It's starting to look a lot like Christmas. j.matherandlowell2last Wednesday
196886Any idea what’s driving our outsized gains today? No complaints, obviously, but mk511-last Wednesday
196885i think you come at this from a wierd angle. the dollar value is everything witengineer14last Wednesday
196884The dollar value never mattered - why would they spend billions on a $26 part - Optntrdr19992last Wednesday
196883Re: modem............ Care to share your analysisJim Mullens-last Wednesday
196882Maybe eventual Cook replacement will be a rational guy and ditch this in-house vQurious7last Wednesday
196881nothing really new here -Optntrdr1999-last Wednesday
196880How much power does a Qualcomm on-device NPU use for inference with a 7B parametwaitwatchwander-last Wednesday
196879QCOM – AAPL modem analysis .....................................................Jim Mullens3last Wednesday
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