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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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131066 874 0 QCOM
Emcee:  slacker711 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
131066"Success Doesn't Skip A generation" applies to Intel, but BloomberJeffreyHF152 minutes ago
1310655G Networks Will Do Much More Than Stream Better Cat Videos Ian KingScott MoriBill Wolf155 minutes ago
131064In the Mobile Phone Industry, Success Doesn't Skip a Generation As wirelesBill Wolf-58 minutes ago
131063 Qualcomm brings big brains to mobile devices with deep-learning tool cio.com slacker711159 minutes ago
131062 Is Smartphone Industry’s 8% Growth Target Realistic If Apple To Drop 15%? Bill Wolf-an hour ago
131061Jim, they certainly have huffed and puffed about many empty promises. This articGR8FORM4yesterday
131060Jeffrey, Slacker, re: INTC Modems..............................................Jim Mullens5yesterday
131059 (How can they be such a huge looming threat to QCT's business one day and hedgefund1yesterday
131058"How can they be such a huge looming threat to QCT's business one day amatherandlowell1yesterday
131057"but if Xiaomi and Huawei can create competitive modems, then the bear casematherandlowell2yesterday
131056Intel has never been threat to Qualcomm as a supplier of mobile wireless chips. Rob S.-yesterday
131055 Isn't this absurd? All spring long we have been dealing with the rumors, sescribe8yesterday
131054it would be nice if Intel would go back and fix the PCIe market on their CPUs. Tengineer4yesterday
131053when Intel participated in the 3G/4G start, at least they had some position in tengineer1yesterday
131052World class baseband cellular modems are difficult to build and leading edge capGR8FORM-yesterday
131051I think Q mgmts opinion on this was if you weren't good at 3G..you weren'badger34yesterday
131050so, then Q either needed to sell QCT last year or they now need a massive acquishedgefund2Saturday
131049<i>It would be bad news for Qualcomm if there isnt a sizeable addressable neolib-Saturday
131048I understand the risks to QCT's modem business, which is why I don't seeslacker7111Saturday
131047I understand the risks to QCT's modem business, which is why I don't seeJeffreyHF-Saturday
131046What exactly does Intel offer to the discrete modem market that doesn't alreslacker7111Saturday
131045<i>“What’s unclear is their strategy of a combined SoC and modem. Also uncneolib-Saturday
131044So no doubt the market will now elevate QCOM stock for all of the days that rumoDWB4Saturday
1310435G is an evolution of 4G LTE, Long Term Evolution, that will occur gradually andRob S.2Saturday
131042I get their 5G aspirations, just not their 4G discrete modem strategy.JeffreyHF-Saturday
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