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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198197 1048 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196912if the tax regs change the AMT for QCOM etal - specifically QCOM should recoup tOptntrdr1999-12/11/2025
196911LG Strengthens Automotive Electronics, Leads AI Vehicle Solutions in PartnershiJim Mullens412/11/2025
196910Trump Administration Plans to Boost Tax Break for Corporations Caitlin Reilly ThBill Wolf612/11/2025
196909It's also possible they get very favorable treatment as a founding investor,Wildbiftek612/11/2025
196908The reason Apple got an incredibly favorable ALA until 2040 is no doubt because QCOM_HYPE_TRAIN712/11/2025
196907No way they're going to get a pre-trial settlement. In the context of the QuQCOM_HYPE_TRAIN1112/11/2025
196906the big gorilla in the room is apple. when they start going heavy down the risc engineer512/11/2025
196905i just wonder how long before Mayosi Son realizes that they are seeing the end oengineer712/11/2025
196904O99 re: QCOM v ARM- Ventana / RISC-V- potential implications ................Jim Mullens212/11/2025
196903I ran similar questions through Gemini - got similar results - I did focus on thOptntrdr1999312/11/2025
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
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