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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198264 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198223It's expenses, especially non GAAP expenses. The failure is in earnings, nowaitwatchwander1yesterday
198222"Is ARM using any QCOM patents, legally or not?" Here's my questimatherandlowell-yesterday
198221Rasgon has been in the same boat as the rest of the analysts. It took him a lonwaitwatchwander1yesterday
198220> Let me put this in a different light. The majority of analysts are assumQCOM_HYPE_TRAIN1yesterday
198219PS. Happy Dividend Day! Anyone else not seen their dividend yet today? FirstMETMAN-yesterday
198218One of the (many) problems I have with leadership is their inability to communicQCOM_HYPE_TRAIN2yesterday
198217Although Bernstein downgraded QCOM, one fact is missing from virtually all the aArt Bechhoefer2yesterday
198216Cramer today tells the world QCOM is in the handset business - memory constraineOptntrdr19996yesterday
198215Are you kidding me? Up until two years ago he has been Qualcomm's biggest afreefromwires1yesterday
198214Management has promised another investor day focusing on data centre. The date wGR8FORM1yesterday
198213<i> Bernstein believes the company's "potential narrative tailkech-yesterday
198212"Memory stocks — Shares of memory chipmakers tumbled following the unveilisbfm1yesterday
198211Yes, he feels bad for QCOM: Investing.com -- Bernstein has downgraded Qualcomm tGR8FORM3yesterday
198210Did Stacy Rasgon write that note? If so, QCOM stock lost a recently consistent oJeffreyHF2yesterday
198209Qualcomm downgraded to Market Perform from Outperform at Bernstein Bernstein GR8FORM1yesterday
198208I thought QCOM agreed to delay the ARM damages trial from March to October for tOptntrdr19993yesterday
198207Afleea now scrapped. share.google Also saw a Digitimes paywalled article coverwaitwatchwander1yesterday
198206Rene haas of arm on claman countdown today crowing about how he came up with thekech6Wednesday
198205I'd say QCOM is a bigger, more luxurious cruise shit that was targeted by piWildbiftek1Wednesday
198204Copilot Q&A- re:Arm's chip gamble could redraw the AI hardware landscaJim Mullens8Wednesday
198203Good points. Maybe I should compare a direct competitor; a cruise ship company sbfm2Wednesday
198202"threatening to not do any business with them in the future". Ainfreefromwires5Wednesday
198201ARM'S war with Qualcomm was precipitated by ARM'S discrete intention toJeffreyHF4Wednesday
198200Qualcomm plays down Apple RF modem gains March 24, 2026 [graphic] Qualcomm criGR8FORM3Tuesday
198199Re : CEO compensation / appropriate, or not ? -- this may be obvious, but . . . Jon Koplik4Tuesday
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