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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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132256 881 1 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.


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
132256we'll find out in a couple weeks if the IP7 uses a chip built on 16nm or 10nbadger3-an hour ago
132255Here is an interesting take on MediaTek/TSMC and the 10nm Helio X30 semiwiki.coneolib-2 hours ago
132254 Samsung Electronics says Galaxy Note 7 demand beats supply Seoul,slacker71134 hours ago
132253<i>not debt/equity. </i> Debt/equity isn't a great metric for badger3-5 hours ago
132252Debt to equity ratios are not as meaningful as cash flow and debt coverage ratiolml-6 hours ago
132251Thanks for info badger. OK, you're focus is on debt/cash, not debt/equity. lml-6 hours ago
132250Debt to equity ratios are not as meaningful as cash flow and debt coverage ratioProphet of Profits-6 hours ago
132249correction to that last post..for Apple...the most recent totals appear to be $2badger3-9 hours ago
132248Apple has $210 billion cash and investments..$53 billion in debt. Qualcomm has $badger33yesterday
132247not sure they have much room left on their balance sheet for another significantlml-yesterday
132246Intel has $29 billion of debt (st + lt) after buying Altera..not sure they have badger31yesterday
132245I was just wondering this for Ambarella. They have just gotten to 14 nm. Intel cDanD-yesterday
132244Does anyone think that as INTC achieves a significant hold, by some measure, in lml-yesterday
132243www, re: CBRS..................................................................Jim Mullens2yesterday
132242Net, re: Telco Infra Project (TIP),........................... By referring to Jim Mullens-yesterday
132241 Industry Leaders Launch Alliance to Drive Deployment of LTE-based Solutions forwaitwatchwander1yesterday
132240Message 30565965The_Net-yesterday
132239Auto-to-Auto Comms Still in First Gear .... 802.11p and LTE V2X (QCOM) InteresJim Mullens-yesterday
132238Intel - late to 3G, late to 4G, but they'll excel in early 5G? Keep your eyeJeffreyHF5Monday
132237Intel- IDC- Intel concentrates on 5G's backend (not interested in 5G modems Jim Mullens3Monday
132236Apple Still Holds Vast Majority of Smartphone Profit, If a Bit Less, Says CanaccBill Wolf-Monday
132235For reference, Hexagon DSP vector extensions (starting with SD820 of last year):recycled_electron1Monday
132234ARM Announces ARM v8 with Scalable Vector Extensions: Aiming for HPC and Data CeBill Wolf1Monday
132233Never been against Qualcomm. The genesis of the commentary was a poster's coJeff Vayda-Monday
132232Anyway, did not take the BGs long to figure out all they needed to do was creatlml-Sunday
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