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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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Emcee:  Silcon Observer Type:  Moderated
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197177Inference may be the volume game but it still needs to be connect with on-going waitwatchwander-January 12
197176Is it more efficient to transmit training video to a plugged in training device waitwatchwander-January 12
197175Mizuho is not a top tier firm - nor is this analyst a "highly regarded"Optntrdr19998January 12
197174I'm sympathetic to your thought that Apple is somewhere in the background: matherandlowell3January 12
197173but that memory price issue would have hit everyone across the board... this seeOptntrdr19992January 12
197172"so one - second/third tier analyst downgrade that rehashes old tired storimatherandlowell-January 12
197171And right now he is drunk with his power.BDAZZ-January 12
197170Tim cook not going anywhere for next 2 years, unfortunately. and even if he goespeaceforme-January 12
197169so one - second/third tier analyst downgrade that rehashes old tired stories thOptntrdr1999-January 12
197168Per Google AI" "Estimates for the iPhone 17 Pro models' share varsbfm5January 12
197167Does Apple still need 3rd party chip for 5G modem? As per Gemini, Apple still nebenhorseman-January 12
197166" Analysts have flagged similar concerns as far back as 2024. As Barron’matherandlowell-January 12
197165Baron’s Friday story being regurgitated: TECHNOLOGY | STREET NOTES Qualcomm StGR8FORM-January 12
197164always at a high signal strenght. always,engineer-January 12
197163With Apple or as a general communications requirement? Faster comms is surely awaitwatchwander-January 12
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
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