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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198048 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197562CNBC - Qualcomm stock sinks as memory shortage drags on forecast PUBLISHED WED, GR8FORM2February 4
197561I guess my point was they are struck by it yet their stock is up 30 points in weBDAZZ3February 4
197560apple is struck by it. they have been scrambling to buy memory. there was an artengineer6February 4
197559i posted it about a month or more ago. Others did it too. AI data centers are suengineer11February 4
197558>>The analysts asked for more color on DC and they mentioned a new RISC-V cold_snowman-February 4
197557You mean why would QCOM acquire SIMO? Well, both are big in cell phones. SIMO Elroy1February 4
197556Yes, they are made in same facilities and the first report was prices rising duewaitwatchwander1February 4
197555John- Re-- Chinese handset makers are the scape goat.- also, AAPL is in the mix Jim Mullens2February 4
197554QCOM- Memory issue disclosure ……………………………………....................................Jim Mullens2February 4
197553sort of they mentioned things were on going. The analysists asked for more colorQCOM_HYPE_TRAIN-February 4
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
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