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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198267 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198242GR8 , re: Rasgon ...............................................................Jim Mullens6Thursday
198241From the court documents I perused it seemed both parties were being chastised awaitwatchwander1Thursday
198240Your robot just lied to your face. None of this is true: Finalizing the "QCOM_HYPE_TRAIN2Thursday
198239QHT- reason for todays (Mar 26) teleconference. .............................Jim Mullens4Thursday
198238Yep, your robot is correct, but it missed WHY there was a conference - it seems QCOM_HYPE_TRAIN1Thursday
198237QHT- re: You folks can just ask me..........................................Jim Mullens-Thursday
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
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