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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198124 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197552Elroy- re :low end NAND controllers.............................................Jim Mullens-February 4
197551Not sure I understand your point. Is your theory that since September everyone Elroy1February 4
197550I don't know Amon and it's LPDDRx that's the issue here.waitwatchwander1February 4
197549Why was the tek industry caught off-guard by this major issue..................Jim Mullens3February 4
197548<i> It certainly only been blown up here over the last few weeks.</iElroy1February 4
197547OK, yes we have seen memory pricing going through the roof which has mostly beenwaitwatchwander1February 4
197546Any news about Humaine on the call?kech-February 4
197545<i> I believe most noise about memory shortage came out after Apple repElroy1February 4
197544Aw, now I see why they all cut their numbers before the report. What were gettiwaitwatchwander2February 4
197543Seems the Chinese handset makers are the scape goat. CEO 100% related to memoryDr. John-February 4
197542Yahoo: Qualcomm stock dives as memory chip shortage weighs on financial outlook GR8FORM2February 4
197541Shares outstanding were lower at end of quarter. That's good because it meawaitwatchwander3February 4
197540Seems premium phones compete with non premium phones for memory, and the money iDr. John-February 4
197539Let's see now how much further Akash and Amon can drive the stock down.QCOM_HYPE_TRAIN11February 4
197538everyone wants phones, can't make them fast enough : SELL !Jon Koplik4February 4
197537Qualcomm First-Quarter Sales Rise, But Memory Shortage Dents Outlook The semiconBill Wolf1February 4
197536Arm Holdings shares fall as licensing sales miss estimates finance.yahoo.comBill Wolf1February 4
197535CNBC had tied up what to look for in the call prior to the earnings report risinGR8FORM1February 4
197534...............................and remain on track to achieve our fiscal 2029 rBill Wolf5February 4
197533Jay Goldberg on Bloomberg, QCOM has become complacent; I kid you not.Dr. John-February 4
197532What perturbs me about these weak memory supply calls is all sorts of other weakwaitwatchwander3February 4
197531Seems apple gets first dibs on memory, especially smart phone memory, but what dDr. John1February 4
197530So why wasn’t Apple affected by this memory shortage?BDAZZ1February 4
197529DupBDAZZ1February 4
197528[graphic]Bill Wolf4February 4
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