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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198270 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198236Very true. Hence the reason for my cynicism. I do believe that EPS growth speakswowiehowie-Thursday
198235Probably foolish to take the analyst community commentary at their word. Are yofreefromwires1Thursday
198234If arm is going to make chips, why don't they just buy QCOM, they are alreadtomychagrin-Thursday
198233Excellent Jim, thanks for reporting on this. It is very strange to me that NONE wowiehowie1Thursday
198232Yes, I guess our “downside risk” continues to decrease along with the share pricmk511-Thursday
198231You folks can just ask me, I pull all the court documents and read them. I havenQCOM_HYPE_TRAIN2Thursday
198230Copilot >>>>Confirmed: March 26, 2026 Teleconference (10:00 AM ET) Jim Mullens1Thursday
198229QCOM v Arm - Judge Maryellen Noreika - reaction to being "misled"Jim Mullens7Thursday
198228matherandlowell -- Unless Qualcomm's licensing policies have changed dramatiArt Bechhoefer1Thursday
198227Revisit the timelines of both QCOM’s Nuvia – Oryon development and that of Arm dJim Mullens1Thursday
198226QHT -- Your points are well taken. This is a complicated, and often dirty businArt Bechhoefer-Thursday
198225I suspect some of Qualcomm's AI model compression memory reduction algorithmwaitwatchwander1Thursday
198224Arm Designs – what may have been copied from QCOM- Nuvia. .....................Jim Mullens3Thursday
198223It's expenses, especially non GAAP expenses. The failure is in earnings, nowaitwatchwander1Thursday
198222"Is ARM using any QCOM patents, legally or not?" Here's my questimatherandlowell-Thursday
198221Rasgon has been in the same boat as the rest of the analysts. It took him a lonwaitwatchwander1Thursday
198220> Let me put this in a different light. The majority of analysts are assumQCOM_HYPE_TRAIN1Thursday
198219PS. Happy Dividend Day! Anyone else not seen their dividend yet today? FirstMETMAN-Thursday
198218One of the (many) problems I have with leadership is their inability to communicQCOM_HYPE_TRAIN2Thursday
198217Although Bernstein downgraded QCOM, one fact is missing from virtually all the aArt Bechhoefer2Thursday
198216Cramer today tells the world QCOM is in the handset business - memory constraineOptntrdr19996Thursday
198215Are you kidding me? Up until two years ago he has been Qualcomm's biggest afreefromwires1Thursday
198214Management has promised another investor day focusing on data centre. The date wGR8FORM1Thursday
198213<i> Bernstein believes the company's "potential narrative tailkech-Thursday
198212"Memory stocks — Shares of memory chipmakers tumbled following the unveilisbfm1Thursday
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