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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198267 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
Introduction Market Data Compact
This thread has a long history of collegial discussion of Qualcomm and its place in the wireless industry. While disagreements are fierce, we have been able to keep the discussion focused and generally civil. These rules are intended to try and continue those traditions.

This is a discussion forum, not a chat room. These rules have been in place since '01 and have served us well, however I am tacking on a new explicit rule concerning political discussions.

RULES

First and foremost, use common sense when posting. We have a long history to draw on and most should have a good idea as to what is considered on-topic and times when there might be a small amount of leeway. That leeway does not apply to politics.

No political rants/slams or even value judgments. The political discussion which is allowed is the impact of specific policy proposals on Qualcomm. For example, the IMPACT of changes to the H1B visa program is fair game, but I do not want discussions on whether increased immigration is a good or bad policy idea.

No cheerleading, stock quotes, or discussions of short-term price movements or your own holdings.

No off topic posts.

No flaming.

Please use discretion when linking or posting articles that are only marginally related to Qualcomm.

Please ignore IQ challenged posters.

Consider PM's when making posts of little value to the larger thread.

.............................................................................

Posts that violate the above rules will be met with a warning and the 2nd offense will earn a ban of varying length. Unfortunately, I know it is impossible to make everybody happy, but I believe that the above rules will allow us to continue the valuable types of discussions that we have had for so long on this thread.
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ReplyMessage PreviewFromRecsPosted
198248is arm the next Nvidia? fool.comkech-yesterday
198247All great points and good to know. Thanks!freefromwires1Thursday
198246TurboQuant (Google) vs KeyDiff (Qualcomm) share.google Data Compression verse waitwatchwander-Thursday
198245When one tries to force Gemini towards a certain position it will conceed the powaitwatchwander2Thursday
198244These tools are made to get you to come back and use them - no doubt for the futQCOM_HYPE_TRAIN2Thursday
198243Lied or was it asked to generate fictional content? Jim, how exactly was that gfreefromwires3Thursday
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
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