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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
197636 1037 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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ReplyMessage PreviewFromRecsPosted
197636Lots of component level opportunities coming. For example, power distribution60HzEE5yesterday
197635Perhaps..... Also, between the safety and security issues, nukes aren't a60HzEE1yesterday
197634Re: Inference and power demand This creates opportunity for investing in other tNozRydr3yesterday
19763360HzEE -- if and when the pinheads on Wall St. figure out what you (eloquently) Jon Koplik8Sunday
197632Ergo, short NNE, SMR and OKLO.Peter Sherman-Sunday
197631I recently returned to a position in Q, after having sold it two years ago. I d60HzEE20Sunday
197630Thank you for this thoughtful reply. I'm still wondering if nVidia conspirematherandlowell7Sunday
197629I think you got it wrong. Fighting was a matter of survival --not a lack of concWildbiftek14Sunday
197628Qualcomm announces a major needle movement in chip design in IndiaThe milestone GR8FORM1last Saturday
197627Best post I have ever read on this board.Qurious-last Saturday
197626For me, what you wrote really crystallized QCOM's 20+ years of self-inflictRoseCampion15last Saturday
197625I'm getting very tired of Qualcomm winning the litigation battles and losingcold_snowman15last Saturday
197624read Joanna S. / WSJ / loves Xiaomi EV. it mentioned Apple 4 timesJon Koplik-last Friday
197623" This was likely the result of Qualcomm's lobbying against nVidia'matherandlowell1last Friday
197622I use ChatGBT. What if any AI benefits Q? Tks.jazzcat2000-last Friday
197621To me, it's a pivot by nVidia which confirms GPUs' unsuitability for infWildbiftek10last Friday
197620I still think Qualcomm holds the cards in edge / IoT and (ultimately) data-centMETMAN1last Friday
197619I think the ARM interference and subsequent lawsuit was a pretty major roadblockWildbiftek11last Friday
197618Pricier iPhones? Global memory chip crunch puts spotlight on Apple stocks.applegutboy093last Friday
197617Manning, re: Akash’s view- transcript below...................................Jim Mullens5last Friday
197616Xiaomi's groundbreaking modular camera system tipped to enter mass productiowaitwatchwander1last Friday
197615Akash’s view finance.yahoo.commanning185last Friday
197614QCOM- CFRA and Argus targets cut to $170 and $180 respectively. Argus >>Jim Mullens3last Friday
197613[youtube video] My new toy. Also works with Bluetooth peripherals like keyboarzax-last Friday
197612V2V on a highway is just like CDMA run in a highly distributed manor.waitwatchwander2last Friday
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