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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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198267Overpriced and designed for a different market than that of today. iX3 might sewaitwatchwander-8 hours ago
198266fyi Sony and Honda Cancel Development of the Afeela 1 Electric Sedan caranddrivmanning18-8 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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