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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198053 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197327Doug, re: morning coffee........................................................Jim Mullens2January 23
197326this is all noise - qcom sued the company that sued them - i am sure it also incOptntrdr19992January 23
197325QHT, JG- re: QCOM v ARM - QCOM attorneys……………...........................………… Jim Mullens-January 23
197324Today's evidence indicates your big INTC position sunk 15% today! LOL. Time FrankHamer1January 23
197323JP Morgan Dragonwing share.google Zebra Dragonwing share.google Vusion Groupwaitwatchwander-January 23
197322[X] The retail world moves fast, and #NRF2026 offered a clear view into emerginwaitwatchwander3January 23
197321it all makes sense to meengineer1January 22
197320Is a parent in an SEC filings legally responsible for it's operationing subswaitwatchwander1January 22
197319The Kirkland team sure thinks so. [graphic]QCOM_HYPE_TRAIN-January 22
197318Qualcomm GAA Patents share.google What is carrier mobility? share.google Whawaitwatchwander3January 22
197317Do you think Tim Apple and Amon exchanged pleasantries?!! :)GR8FORM-January 22
197316I haven't read enough to make a definitive opinion, but it is possible.JGoren-January 22
197315i understand what you are implying, but I just do not see people rushing to builengineer3January 22
197314Apple’s Cook, widely seen as one of the CEOs who best understands how to work wBill Wolf-January 22
197313Arm & Son must be happy with this newsNobody1969-January 22
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
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