Qualcomm Moderated Thread - please read rules before posting

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Qualcomm Moderated Thread - please read rules before posting

An SI Board Since June 2000

Posts	SubjectMarks	Bans	Symbol
198180	1048	8	QCOM

Emcee: Silcon Observer	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
197598	Morningstar to 155 - with note: Qualcomm Earnings: Reducing Fair Value to $155 f	GR8FORM	1	February 5
197597	This earnings call is the aggregation on significant missteps and blunders by th	QCOM_HYPE_TRAIN	16	February 5
197596	CNBC TV Video: Qualcomm CEO Cristiano Amon: We’re ‘very confident’ we’ll start t	GR8FORM	-	February 5
197595	but simply off topic chat discouraged.	Jon Koplik	-	February 5
197594	BSOTCD: share.google if fibre is good, mmWave is another good. All just waitin	waitwatchwander	-	February 5
197593	Amon's sale was comparable to his 2026 stock award. Qualcomm executives hav	waitwatchwander	2	February 5
197592	I remember Irwin Jacobs being castigated here on SI in the 90s for not selling t	A.J. Mullen	4	February 5
197591	I have studied reports of insider transactions for over 60 years in order to det	Art Bechhoefer	1	February 5
197590	Interesting Arm statement. So I'm guessing Cx will come with a vanilla ARM	waitwatchwander	1	February 5
197589	At least employees i know don't believe it. he is just "sell optimism&q	peaceforme	5	February 5
197588	Why did CA sell exactly half (150,000) of his shares in early October? (And no,	60HzEE	-	February 5
197587	Competent executives and managers know better than to give detailed information	Art Bechhoefer	3	February 5
197586	He said it’s not a demand issue but a memory issue to last for the next few qtrs	gutboy09	1	February 5
197585	or, maybe like Apple Crapple, Arm guy is lying (?)	Jon Koplik	1	February 5
197584	When asked if LPDDR would negatively affect AI200 AI250 datacenter rollouts, he	60HzEE	-	February 5
197583	Amon is on Bloomberg now.	gutboy09	-	February 5
197582	Maybe because Qcom Royalties are so small now given chips under ALA instead of T	freefromwires	1	February 5
197581	<i> QCOM is very specific in their guidance. Even though they've so	Elroy	1	February 5
197580	Art, That they are, but then that's always been the case of many analysts a	METMAN	3	February 5
197579	All downward adjustments based on a memory shortage. Most of the analysts are n	Art Bechhoefer	3	February 5
197578	I don't see it that way. He's delivered his part. It's a big machi	waitwatchwander	2	February 5
197577	...inability to control the narrative... Curious that the memory issue has impa	FrankHamer	4	February 5
197576	aarrgh / on CNBC, ARM guy says : memory dislocations / no effect on us	Jon Koplik	2	February 5
197575	I think one of the differences between how the stock price of APPL reacts to ear	RKnight	5	February 5
197574	Unfortunately after 20 years at company and knowing leadership is clueless how	peaceforme	9	February 5

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