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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198160 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
Introduction Market Data Compact
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198036I'm just sitting here with my popcorn. Deja vu all over again. Watching forNozRydr4March 14
198035I asked Google about mitigating factors regarding helium supply for chips: AI OA.J. Mullen2March 13
198034Longtime investors looking for suitors make me consider exiting. Whte knights arA.J. Mullen-March 13
198033In the "just when you thought it couldn't get any worse" departmenRoseCampion4March 13
198032Art, I think this is the positive view on raising the dividend only a little. Tcold_snowman-March 13
198031They don't say Hanes until I say they say Hanes. youtube.comJon Koplik-March 13
198030regulatory "hoops" nowadays . . .Jon Koplik-March 13
198029Any company foolish enough to try to buy Qcom will be sentenced to a courtroom iSrat Man2March 13
198028Agreed - add to it - any potential suitor would have to deal with a CFIUS revieOptntrdr1999-March 13
198027the tax policy discussion is a non starter - because as a public company we haveOptntrdr19991March 13
198026-->. AMD there was 10+ years ago but no one wanted to touch it back then. Iwaitwatchwander2March 13
198025Opinions on any potential suitors? Are there synergies with AMD?sbfm-March 13
198024Thanks for the info! My gut says that Qualcomm isnt touching de 160 before summeDamián-March 13
198023Like in 2000, the liquidity of all those new ventures will be most impactful andwaitwatchwander1March 13
198022HF -- Well, I'm somewhat surprised as well. It's not at all clear that Art Bechhoefer-March 13
198021I started buying QCOM a couple of months after they went public. In all that timSrat Man6March 13
198020youtube.commatherandlowell-March 13
198019Is Cerebras really using AI100 hardware or was that deal only related to the usewaitwatchwander-March 13
198018Is this our news? AI summary: (old news) Cerebras Systems and Qualcomm are cmatherandlowell1March 13
198017I am struck by the fact that no potential buyers for Q have emerged. Why is thathedgefund2March 13
198016An increase in the QCOM dividend might have a short term positive impact, but beArt Bechhoefer4March 13
198015The Tinic article didn't add much information to what we already know or donArt Bechhoefer1March 13
198014It's truly sad that Q could take a billion dollars out of petty cash, go buySrat Man2March 13
198013Semiconductors are a cyclical sector. This got masked during PJ's era as hewaitwatchwander2March 13
198012Played devil's advocate with Copilot today: Here’s the direct, evidence-basRKnight7March 13
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