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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198341 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198252Free / QHT- re: Gemini’s comments Arm v QCOM / your response-..............Jim Mullens5last Friday
198251Margins have to expand for Qualcomm to reach $17 eps. That means more software waitwatchwander1last Friday
198250Can you ask copilot for citations of sources like Perplexity gives? Also when yoEric Martin2last Friday
198249By 2031 ARM is projecting $9 EPS versus ~$17 EPS projections for Qualcomm. ARM&#wowiehowie2last Friday
198248is arm the next Nvidia? fool.comkech-last Friday
198247All great points and good to know. Thanks!freefromwires1March 26
198246TurboQuant (Google) vs KeyDiff (Qualcomm) share.google Data Compression verse waitwatchwander-March 26
198245When one tries to force Gemini towards a certain position it will conceed the powaitwatchwander2March 26
198244These tools are made to get you to come back and use them - no doubt for the futQCOM_HYPE_TRAIN2March 26
198243Lied or was it asked to generate fictional content? Jim, how exactly was that gfreefromwires3March 26
198242GR8 , re: Rasgon ...............................................................Jim Mullens6March 26
198241From the court documents I perused it seemed both parties were being chastised awaitwatchwander1March 26
198240Your robot just lied to your face. None of this is true: Finalizing the "QCOM_HYPE_TRAIN2March 26
198239QHT- reason for todays (Mar 26) teleconference. .............................Jim Mullens4March 26
198238Yep, your robot is correct, but it missed WHY there was a conference - it seems QCOM_HYPE_TRAIN1March 26
198237QHT- re: You folks can just ask me..........................................Jim Mullens-March 26
198236Very true. Hence the reason for my cynicism. I do believe that EPS growth speakswowiehowie-March 26
198235Probably foolish to take the analyst community commentary at their word. Are yofreefromwires1March 26
198234If arm is going to make chips, why don't they just buy QCOM, they are alreadtomychagrin-March 26
198233Excellent Jim, thanks for reporting on this. It is very strange to me that NONE wowiehowie1March 26
198232Yes, I guess our “downside risk” continues to decrease along with the share pricmk511-March 26
198231You folks can just ask me, I pull all the court documents and read them. I havenQCOM_HYPE_TRAIN2March 26
198230Copilot >>>>Confirmed: March 26, 2026 Teleconference (10:00 AM ET) Jim Mullens1March 26
198229QCOM v Arm - Judge Maryellen Noreika - reaction to being "misled"Jim Mullens7March 26
198228matherandlowell -- Unless Qualcomm's licensing policies have changed dramatiArt Bechhoefer1March 26
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