SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198261 1050 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.
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
198261Been There, Done That ... No, that hasn't worked either. I will admit the rwaitwatchwander-54 minutes ago
198260But isn't moving up the food chain satisfied by strategic purchases of smallArt Bechhoefer-an hour ago
198259I think Qualcomm troubles go deeper than that which you mention. The only way twaitwatchwander-an hour ago
198258These also forget any share buyback that happens.QCOM_HYPE_TRAIN-an hour ago
198257Margins tend to be higher for end products from OEM's than from component prArt Bechhoefer-an hour ago
198256Wowie, re: Your Gemini Arm / QCOM projections …………………………….. Thanks for yourJim Mullens12 hours ago
198255Hi Jim, Just for completion I plan to go through your post to show *where* it&QCOM_HYPE_TRAIN-2 hours ago
198254I think Qualcomm's royalty business is in decline. QCT is their future and waitwatchwander-2 hours ago
198253Qualcomm's highest margins come from patent royalties, not chips. The margiArt Bechhoefer-3 hours ago
198252Free / QHT- re: Gemini’s comments Arm v QCOM / your response-..............Jim Mullens23 hours ago
198251Margins have to expand for Qualcomm to reach $17 eps. That means more software waitwatchwander-3 hours ago
198250Can you ask copilot for citations of sources like Perplexity gives? Also when yoEric Martin13 hours ago
198249By 2031 ARM is projecting $9 EPS versus ~$17 EPS projections for Qualcomm. ARM&#wowiehowie14 hours ago
198248is arm the next Nvidia? fool.comkech-8 hours ago
198247All great points and good to know. Thanks!freefromwires1yesterday
198246TurboQuant (Google) vs KeyDiff (Qualcomm) share.google Data Compression verse waitwatchwander-yesterday
198245When one tries to force Gemini towards a certain position it will conceed the powaitwatchwander2yesterday
198244These tools are made to get you to come back and use them - no doubt for the futQCOM_HYPE_TRAIN2yesterday
198243Lied or was it asked to generate fictional content? Jim, how exactly was that gfreefromwires3yesterday
198242GR8 , re: Rasgon ...............................................................Jim Mullens6yesterday
198241From the court documents I perused it seemed both parties were being chastised awaitwatchwander1yesterday
198240Your robot just lied to your face. None of this is true: Finalizing the "QCOM_HYPE_TRAIN2yesterday
198239QHT- reason for todays (Mar 26) teleconference. .............................Jim Mullens4yesterday
198238Yep, your robot is correct, but it missed WHY there was a conference - it seems QCOM_HYPE_TRAIN1yesterday
198237QHT- re: You folks can just ask me..........................................Jim Mullens-yesterday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):