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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198132 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197312From the court in Qualcomm v. Arm: Trial pushed back to october 2026 Minute EntQCOM_HYPE_TRAIN4January 22
197311That may have been the case when there were 6 or 7 DRAM makers trying to kill eaElroy-January 22
197310This will lead to huge oversupply issues when capacity increases to match demandsbfm1January 22
197309yea my post had NOTHING to do with Q ability or lead time. Since they book waferengineer-January 22
197308It's the OEMs, my understanding is QCOM rarely provides DRAM with the SoC. QCOM_HYPE_TRAIN-January 22
197307Qualcomm Schedules First Quarter Fiscal 2026 Earnings Release and Conference CalBill Wolf-January 22
19730640 weeks lead time -- therefore, Q under pressure for 40 weeks ?Jon Koplik-January 22
197305ram/flash prices and lead times are off the chart now. A simple part I am buyingengineer7January 21
197304my thoughts are this settles around earnings - timing works for everyone....the Optntrdr19991January 21
197303I agree. He will control losses. Masa was/is a riverboat gambler, lost 70 billioGR8FORM5January 21
197302I dont see them being able to shell company this damage award away - I also dontOptntrdr19993January 21
197301more like they are isolating the damage award they kinow they will get by splittengineer-January 21
197300I see the motion is SEALED so we won't know much until the judge rules. Yeswaitwatchwander5January 21
197299It's not unusual for a Motion To Bifurcate to be filed to submit equitable rJeffreyHF5January 21
197298Looking like Arm wants to split off parts of upcoming trial and remove jury deliwaitwatchwander2January 21
197297all of this would be the subject of a different lawsuit - right now - its all abOptntrdr19994January 20
197296Jim -- I mentioned power management patents owned by QCOM as probably the most lArt Bechhoefer-January 20
197295<i> I'm giving evidence as to me taking my big position in Intel waElroy-January 20
197294Art- Re: QCOM blocking IP - Arm- .............................................. Jim Mullens-January 20
197293Jim -- At the very least, Qualcomm's power management IP would probably not Art Bechhoefer-January 20
197292Art- re: Arm / QCOM IP..........................................................Jim Mullens-January 20
197291Last I heard, ARM, no matter which part of ARM we're referring to, has no liArt Bechhoefer-January 20
197290I find the response interesting - in that it admits one ARM entity contacted qcOptntrdr19997January 20
197289Why is it so hard for investors to understand that it's a big tailwind for yA.J. Mullen7January 20
197288Bill, re: NVDA new N1X – equipped gaming laptops ………………….......................Jim Mullens-January 20
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