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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196977 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196928I had a difficult time with Copilot with this one as its bias towards AAPL preveA.J. Mullen4last Friday
196927Looks like Broadcom lost a whole Qualcomm so far today. That just tells you thafreefromwires11last Friday
196926And this bullshit that ARM is trying to pull was even worse. An existential thrfreefromwires6last Friday
196925I was disappointed when Qualcomm was laying bare Apple’s mischief during the opefreefromwires17last Friday
196924AI Gadgets Are Bad Right Now but Their Promise Is Huge Glasses, pendants, bracelBill Wolf1last Friday
196923Qualcomm Amended and Restated Bylaws enable stockholders with at least 25% net lBill Wolf2last Friday
196922Did they win really or simply maintain the status quo? Was it smart business? freefromwires4last Friday
196921They settled with AAPL and won.... they fought and won against ARM.... they fougOptntrdr19996last Friday
196920CP Plus and Qualcomm Partner to Introduce AI-Powered Video Intelligence Systems waitwatchwander-last Thursday
196919Qualcomm doubles down with two Snapdragon chips for the new age mid-range By Niwaitwatchwander5last Thursday
196918Maybe that is why Qualcomm keeps getting sued. They keep settling as opposed tofreefromwires2last Thursday
196917apple was teh seed investor in ARM a long time ago ( before 1995). This is why tengineer7last Thursday
196916The risk of loss is too great for Son and Company to not look to mitigate it. AOptntrdr19993last Thursday
196915Bill re: Corporations Tax Break boost –AAPL / QCOM R&D vs New Successful MaJim Mullens2last Thursday
196914well it will change reportred gaap earningsOptntrdr1999-last Thursday
196913That too will be a non cash charge affecting retained earnings and not much elsewaitwatchwander-last Thursday
196912if the tax regs change the AMT for QCOM etal - specifically QCOM should recoup tOptntrdr1999-last Thursday
196911LG Strengthens Automotive Electronics, Leads AI Vehicle Solutions in PartnershiJim Mullens4last Thursday
196910Trump Administration Plans to Boost Tax Break for Corporations Caitlin Reilly ThBill Wolf6last Thursday
196909It's also possible they get very favorable treatment as a founding investor,Wildbiftek6last Thursday
196908The reason Apple got an incredibly favorable ALA until 2040 is no doubt because QCOM_HYPE_TRAIN7last Thursday
196907No way they're going to get a pre-trial settlement. In the context of the QuQCOM_HYPE_TRAIN11last Thursday
196906the big gorilla in the room is apple. when they start going heavy down the risc engineer5last Thursday
196905i just wonder how long before Mayosi Son realizes that they are seeing the end oengineer7last Thursday
196904O99 re: QCOM v ARM- Ventana / RISC-V- potential implications ................Jim Mullens2last Thursday
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