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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198156 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197162Is mmwave still inevitable?voop-January 12
197161Research is an ongoing affair. That which is here is mostly based upon Applewaitwatchwander-January 12
197160---> pretty clear that AAPL is going to have to extend qcom agreements waitwatchwander-January 12
197159if you do some research - it seems pretty clear that AAPL is going to have to exOptntrdr19996January 12
197158mmWave is latent enough and has enough bandwidth to provide for off-humanoid trawaitwatchwander1January 12
197157My understanding is Qualcomm has supply agreements already in place for the chipQCOM_HYPE_TRAIN1January 11
197156CES 2026: All the major Qualcomm news and reveals Interesting to me, there was Jim Mullens6January 11
197155I haven't seen much discussions here on the effects of rising RAM prices on cold_snowman1January 10
197154Qualcomm Loses Second Channel Leader Amid Snapdragon X2 PC Chip Push crn.commanning18-January 10
197153You may be spot on regarding Apple pivoting on the internal modem. Have you notiGR8FORM4January 10
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
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