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
198284	1051	8	QCOM

Emcee: Silcon Observer	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
198027	the tax policy discussion is a non starter - because as a public company we have	Optntrdr1999	1	March 13
198026	-->. AMD there was 10+ years ago but no one wanted to touch it back then. I	waitwatchwander	2	March 13
198025	Opinions on any potential suitors? Are there synergies with AMD?	sbfm	-	March 13
198024	Thanks for the info! My gut says that Qualcomm isnt touching de 160 before summe	Damián	-	March 13
198023	Like in 2000, the liquidity of all those new ventures will be most impactful and	waitwatchwander	1	March 13
198022	HF -- Well, I'm somewhat surprised as well. It's not at all clear that	Art Bechhoefer	-	March 13
198021	I started buying QCOM a couple of months after they went public. In all that tim	Srat Man	6	March 13
198020	youtube.com	matherandlowell	-	March 13
198019	Is Cerebras really using AI100 hardware or was that deal only related to the use	waitwatchwander	-	March 13
198018	Is this our news? AI summary: (old news) Cerebras Systems and Qualcomm are c	matherandlowell	1	March 13
198017	I am struck by the fact that no potential buyers for Q have emerged. Why is that	hedgefund	2	March 13
198016	An increase in the QCOM dividend might have a short term positive impact, but be	Art Bechhoefer	4	March 13
198015	The Tinic article didn't add much information to what we already know or don	Art Bechhoefer	1	March 13
198014	It's truly sad that Q could take a billion dollars out of petty cash, go buy	Srat Man	2	March 13
198013	Semiconductors are a cyclical sector. This got masked during PJ's era as he	waitwatchwander	2	March 13
198012	Played devil's advocate with Copilot today: Here’s the direct, evidence-bas	RKnight	7	March 13
198011	VW targets China comeback as first model with Xpeng starts mass production - r	waitwatchwander	2	March 13
198010	share.google	waitwatchwander	2	March 13
198009	Thinking about market cap, we are not that far from the $120B that we were peaki	waitwatchwander	2	March 13
198008	Qualcomm CIO Atilla Tinic On Data, AI And Open Innovation share.google I don&	waitwatchwander	-	March 13
198007	Xiaomi shows its first laptop in three years, the Xiaomi Book Pro 14 share.goo	waitwatchwander	1	March 13
198006	Next-generation Xiaomi SU7 enters final sprint with March production target of 1	waitwatchwander	1	March 13
198005	Nio CEO Teases Automotive Customers for New Chip Designed for Broader Use \| EV	waitwatchwander	1	March 13
198004	I see they had a few meetings with the judge over the last few days. Did those	waitwatchwander	4	March 13
198003	QUALCOMM Market Cap 2012-2025 \| QCOM \| MacroTrends share.google Amon took the	waitwatchwander	4	March 13

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