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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
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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198267Overpriced and designed for a different market than that of today. iX3 might sewaitwatchwander-9 hours ago
198266fyi Sony and Honda Cancel Development of the Afeela 1 Electric Sedan caranddrivmanning18-9 hours ago
1982652026 Chinese EV and ICE models no longer using Snapdragon Cockpit solutions. shwaitwatchwander-yesterday
198264If all that is true it needs to be proven in a court of law which is somewhat liwaitwatchwander-yesterday
198263QHT, re: Arm v QCOM--- Gemini / Copilot issues- Thanks for your follow up-Jim Mullens1yesterday
198262Makes sense. Thanks, Jim.freefromwires1yesterday
198261Been There, Done That ... No, that hasn't worked either. I will admit the rwaitwatchwander1yesterday
198260But isn't moving up the food chain satisfied by strategic purchases of smallArt Bechhoefer-yesterday
198259I think Qualcomm troubles go deeper than that which you mention. The only way twaitwatchwander-yesterday
198258These also forget any share buyback that happens.QCOM_HYPE_TRAIN-yesterday
198257Margins tend to be higher for end products from OEM's than from component prArt Bechhoefer-yesterday
198256Wowie, re: Your Gemini Arm / QCOM projections …………………………….. Thanks for yourJim Mullens2yesterday
198255Hi Jim, Just for completion I plan to go through your post to show *where* it&QCOM_HYPE_TRAIN1yesterday
198254I think Qualcomm's royalty business is in decline. QCT is their future and waitwatchwander-yesterday
198253Qualcomm's highest margins come from patent royalties, not chips. The margiArt Bechhoefer-yesterday
198252Free / QHT- re: Gemini’s comments Arm v QCOM / your response-..............Jim Mullens5yesterday
198251Margins have to expand for Qualcomm to reach $17 eps. That means more software waitwatchwander-yesterday
198250Can you ask copilot for citations of sources like Perplexity gives? Also when yoEric Martin1yesterday
198249By 2031 ARM is projecting $9 EPS versus ~$17 EPS projections for Qualcomm. ARM&#wowiehowie2yesterday
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
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