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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198041 1046 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197152Perfect — let’s lay out the three most realistic post-Cook modem timelines and hOptntrdr19993January 10
197151let’s map out what Apple’s modem strategy looks like post-Cook, because this is Optntrdr19992January 10
197150Free, re: Mizuno QCOM Downgrade……………………………………………… “…..He failed to mention thaJim Mullens-January 10
197149?? 3. The QCOM battle is already unwinnable on technical grounds Apple has spenOptntrdr19996January 10
197148I asked copilot would this story about apple loss hold if QCOM was in AAPL positOptntrdr19992January 10
197147AAPL next Iphone will be their most important launch since the IPOD....they cannOptntrdr19993January 10
197146Huh ??? Nothing is instantaneous, especially hitting the top line and sticking waitwatchwander-January 9
197145He failed to mention that the 8% sales decline in iphone's is due to Androidfreefromwires9January 9
197144Well said. Carrier's need economies of scale to improve their own profitabilfreefromwires-January 9
197143So companies like Tesla can run hog wild adding things to their plate but Qualcofreefromwires2January 9
197142I think its past time we have a service that rates the effectiveness of analystsOptntrdr1999-January 9
197141Love sounds like a vote and that's a short-term problem if you aren't lofreefromwires-January 9
197140Mizuho (and me) are saying nothing about Qualcomm's forecasts. The take beiwaitwatchwander3January 9
197139I’m sure what you are saying is accurate but I’d much rather have Anon shout outjazzcat20001January 9
197138Bill, re: Mizuno QCOM Downgrade- ...............................................Jim Mullens3January 9
197137> 2) Hell, I'm sure Intel and AMD would be happy to have Qualcomm in tQCOM_HYPE_TRAIN3January 9
197136Amon continously re-iterates the worst case scenario with Apple in his forecastsWildbiftek13January 9
197135Well said. It all sounds very x86 like and it's no doubt Arm is using that iwaitwatchwander1January 9
197134$3B of QCT sales drops to the bottom line as around 20 cent reduction in EPS perwaitwatchwander2January 9
197133I don't mean to blow it out of proportion, I think there's a way out forWildbiftek8January 9
197132Qualcomm has "love" problem. No one loves them. it is not "new&qupeaceforme3January 9
197131Look at the bright side. He’s basically saying we all already sitting at the flfreefromwires2January 9
197130It’s very impressive how consistently this occurs whenever there’s a bit of posimk5119January 9
197129This has become an annual January statement hasn’t it?…”smartphone headwinds &ammanning183January 9
197128Wall Street Still Has a Brain Problem.Jon Koplik7January 9
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