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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198335 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198227Revisit the timelines of both QCOM’s Nuvia – Oryon development and that of Arm dJim Mullens1last Thursday
198226QHT -- Your points are well taken. This is a complicated, and often dirty businArt Bechhoefer-last Thursday
198225I suspect some of Qualcomm's AI model compression memory reduction algorithmwaitwatchwander1last Thursday
198224Arm Designs – what may have been copied from QCOM- Nuvia. .....................Jim Mullens3last Thursday
198223It's expenses, especially non GAAP expenses. The failure is in earnings, nowaitwatchwander1last Thursday
198222"Is ARM using any QCOM patents, legally or not?" Here's my questimatherandlowell-last Thursday
198221Rasgon has been in the same boat as the rest of the analysts. It took him a lonwaitwatchwander1last Thursday
198220> Let me put this in a different light. The majority of analysts are assumQCOM_HYPE_TRAIN1last Thursday
198219PS. Happy Dividend Day! Anyone else not seen their dividend yet today? FirstMETMAN-last Thursday
198218One of the (many) problems I have with leadership is their inability to communicQCOM_HYPE_TRAIN2last Thursday
198217Although Bernstein downgraded QCOM, one fact is missing from virtually all the aArt Bechhoefer2last Thursday
198216Cramer today tells the world QCOM is in the handset business - memory constraineOptntrdr19996last Thursday
198215Are you kidding me? Up until two years ago he has been Qualcomm's biggest afreefromwires1last Thursday
198214Management has promised another investor day focusing on data centre. The date wGR8FORM1last Thursday
198213<i> Bernstein believes the company's "potential narrative tailkech-last Thursday
198212"Memory stocks — Shares of memory chipmakers tumbled following the unveilisbfm1last Thursday
198211Yes, he feels bad for QCOM: Investing.com -- Bernstein has downgraded Qualcomm tGR8FORM3last Thursday
198210Did Stacy Rasgon write that note? If so, QCOM stock lost a recently consistent oJeffreyHF2last Thursday
198209Qualcomm downgraded to Market Perform from Outperform at Bernstein Bernstein GR8FORM1last Thursday
198208I thought QCOM agreed to delay the ARM damages trial from March to October for tOptntrdr19993last Thursday
198207Afleea now scrapped. share.google Also saw a Digitimes paywalled article coverwaitwatchwander1last Thursday
198206Rene haas of arm on claman countdown today crowing about how he came up with thekech6March 25
198205I'd say QCOM is a bigger, more luxurious cruise shit that was targeted by piWildbiftek1March 25
198204Copilot Q&A- re:Arm's chip gamble could redraw the AI hardware landscaJim Mullens8March 25
198203Good points. Maybe I should compare a direct competitor; a cruise ship company sbfm2March 25
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