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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198342 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198277Speedbird Aero coming to America is interesting. speedbird.aero They have Qualwaitwatchwander-last Saturday
198276EKS-. re: TurboQuant's memory-shrinking tech ...............................Jim Mullens-last Saturday
198275Interesting group of ring startups feeding off Qualcomm and STM partnership focuwaitwatchwander-last Saturday
198274Qorix (ZF and KPIT) and Shanghai Tranzy Group look key to Qualcomm making furthewaitwatchwander-last Saturday
198273Having owned Qualcomm for years, I was ready to give up on them until I discoverE_K_S8last Saturday
198272It looks like Qualcomm could see significant "direct" benefits from thE_K_S7last Saturday
198271From my Threads feed about Googles memory potential breakthrough: "TurboQusbfm-last Saturday
198270Gemini link used : /gemini.google.com/all/incorrect/infoJon Koplik-last Saturday
198269Most of those allegations are correct - that is in discourse through twitter, blQCOM_HYPE_TRAIN2last Saturday
198268From my Threads feed: "Google just made AI memory 6x smaller with zero accsbfm2last Saturday
198267Overpriced and designed for a different market than that of today. iX3 might sewaitwatchwander-last Friday
198266fyi Sony and Honda Cancel Development of the Afeela 1 Electric Sedan caranddrivmanning18-last Friday
1982652026 Chinese EV and ICE models no longer using Snapdragon Cockpit solutions. shwaitwatchwander-last Friday
198264If all that is true it needs to be proven in a court of law which is somewhat liwaitwatchwander1last Friday
198263QHT, re: Arm v QCOM--- Gemini / Copilot issues- Thanks for your follow up-Jim Mullens1last Friday
198262Makes sense. Thanks, Jim.freefromwires1last Friday
198261Been There, Done That ... No, that hasn't worked either. I will admit the rwaitwatchwander2last Friday
198260But isn't moving up the food chain satisfied by strategic purchases of smallArt Bechhoefer-last Friday
198259I think Qualcomm troubles go deeper than that which you mention. The only way twaitwatchwander1last Friday
198258These also forget any share buyback that happens.QCOM_HYPE_TRAIN-last Friday
198257Margins tend to be higher for end products from OEM's than from component prArt Bechhoefer1last Friday
198256Wowie, re: Your Gemini Arm / QCOM projections …………………………….. Thanks for yourJim Mullens2last Friday
198255Hi Jim, Just for completion I plan to go through your post to show *where* it&QCOM_HYPE_TRAIN4last Friday
198254I think Qualcomm's royalty business is in decline. QCT is their future and waitwatchwander-last Friday
198253Qualcomm's highest margins come from patent royalties, not chips. The margiArt Bechhoefer1last Friday
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