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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198042 1046 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197592I remember Irwin Jacobs being castigated here on SI in the 90s for not selling tA.J. Mullen4February 5
197591I have studied reports of insider transactions for over 60 years in order to detArt Bechhoefer1February 5
197590Interesting Arm statement. So I'm guessing Cx will come with a vanilla ARM waitwatchwander1February 5
197589At least employees i know don't believe it. he is just "sell optimism&qpeaceforme5February 5
197588Why did CA sell exactly half (150,000) of his shares in early October? (And no,60HzEE-February 5
197587Competent executives and managers know better than to give detailed information Art Bechhoefer3February 5
197586He said it’s not a demand issue but a memory issue to last for the next few qtrsgutboy091February 5
197585or, maybe like Apple Crapple, Arm guy is lying (?)Jon Koplik1February 5
197584When asked if LPDDR would negatively affect AI200 AI250 datacenter rollouts, he 60HzEE-February 5
197583Amon is on Bloomberg now.gutboy09-February 5
197582Maybe because Qcom Royalties are so small now given chips under ALA instead of Tfreefromwires1February 5
197581<i> QCOM is very specific in their guidance. Even though they've soElroy1February 5
197580Art, That they are, but then that's always been the case of many analysts aMETMAN3February 5
197579All downward adjustments based on a memory shortage. Most of the analysts are nArt Bechhoefer3February 5
197578I don't see it that way. He's delivered his part. It's a big machiwaitwatchwander2February 5
197577...inability to control the narrative... Curious that the memory issue has impaFrankHamer4February 5
197576aarrgh / on CNBC, ARM guy says : memory dislocations / no effect on usJon Koplik2February 5
197575I think one of the differences between how the stock price of APPL reacts to earRKnight5February 5
197574Unfortunately after 20 years at company and knowing leadership is clueless how peaceforme9February 5
197573Hope you feel better. Spouting off on this thread does nothing other than make YJeff Vayda5February 5
197572Cristiano needs to be fired and QCOM Board need to hire CEO who is from outside peaceforme6February 5
197571New price targets as of 8:00 am ... sorted lowest to highest: METMAN8February 5
197570Just this comment. siliconinvestor.comkech1February 5
197569Just read the presentation. I didnt see an update on Qcoms Inference AI offeringBDAZZ2February 5
197568At the price we are going to open at this morning, all work in cutting unnecessawaitwatchwander7February 5
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