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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198109 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
Introduction Market Data Compact
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197452That table on the TLA/ALA mix is hallucinated garbage, Jim. All auto is TLA, aQCOM_HYPE_TRAIN6February 1
197451Margins come into account with more than just Arm royalties. One always has to waitwatchwander1February 1
197450It's a Catch 22 The bigger they are the harder we ( are gonna) fallvoop1February 1
197449"light bulb" moment -- real reason Q shares have been disappointing, lJon Koplik4February 1
197448www, Re: Margins - "arm tax" .......................................Jim Mullens3February 1
197447At times like this all that matters is the potential for future declines in bothwaitwatchwander1February 1
197446So aaple delivers 38% increase in iphone sales over forecast - all using qcom moOptntrdr19995February 1
1974451/15/26 -- Time mag. / Cristiano Amon interview ...............................Jon Koplik9February 1
197444I'm so stoked! My INMO Air 3 smart glasses arrived today. Holy cow this tezax1January 31
197443What’s not to like ? - The stagnant share price !!Da Rookie4January 30
197442Today the WSJ gushed about how much their tech editor, Joanna Stern, loves XiaomProphet of Profits13January 30
197441This is factual from years ago. There was no Trump. Why do you want to turn it ijazzcat2000-January 30
197440Give me a break on the gold thing. I’m sure he was touting that Trump would rockfreefromwires2January 30
197439Not sure what Mq did he was such a character:-). After selling I bought some bacjazzcat20002January 30
197438Re : sold a bunch @ $167. Hope you do not "pull" a Maurice Winn.Jon Koplik1January 30
197437Free, re: recent BS articles preceding QCOM’s most recent SP decline …………… Jim Mullens4January 30
197436The fact that the board doesn't want shareholders to have the ability to holQCOM_HYPE_TRAIN9January 30
197435CA ought to call out this very important point while it’s a hot topic!!manning182January 30
197434I just tried to review the Proxy Statement. For the first time I plan on votingjazzcat20009January 30
197433the thing not to like is - management has not been able to convince wall street Optntrdr19998January 30
197432So Apple is worried about the memory crunch so it will prioritize premium phonesfreefromwires14January 30
197431Apple Crapple . . . always 2 years behind others (?)Jon Koplik1January 30
197430Lets assume this is true and iphone demand is through the roof and Qualcomm blowfreefromwires3January 30
197429 Apple has acquired a secretive Israeli start-up Q.AI whose technology can analyBill Wolf1January 30
197428...and dont forget there is always the supply chain stress to harp about. "Jeff Vayda6January 30
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