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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
201220 1110 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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201220Snapdragon 8 Elite Gen 6: Dual Chips, 5GHz Oryon CPU [2026] share.googlevoop19 hours ago
201219Art, re: your methodology for valuing stocks (Book Value……) ………………………………… You Jim Mullens-yesterday
201218Qualcomm says 6G's AI-native future demands proactive spectrum policy: Reporvoop2yesterday
201217<i> and this is relevant to the rest of us how??</i> Sorry, I asElroy1yesterday
201216I'm also an investor, and I've also got less than 100 clients, which is Elroy-yesterday
201215and this is relevant to the rest of us how??Optntrdr1999-yesterday
201214Less than 100, to preserve the value of the information. This policy conforms tArt Bechhoefer3yesterday
201213<i> I've been an investor for over 70 years, of which almost 50 of Elroy-yesterday
201212Jim -- The response you received from your Copilot inquiry adds nothing, nor doeArt Bechhoefer2yesterday
201211Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% UJim Mullens3yesterday
201210BDAZZ, re: Copilot on QCOM , Hugging Face, NVDA- legal questions............Jim Mullens7yesterday
201209Good points, and Qcoms agreement is probably what drew NVDAs attention which shoBDAZZ-yesterday
201208The reported problems are NOT due to modem issues (or at least modem issues arensbfm-yesterday
201207off topic / WSJ piece on Hugging Face founders .................................Jon Koplik2yesterday
201206Art, re: your methodology for valuing stocks (Book Value……) ………………………………… TJim Mullens2Thursday
201205<i> I have several methods of imputing intrinsic value. The simplest isElroy-Thursday
201204Jim -- I have several methods of imputing intrinsic value. The simplest is to eArt Bechhoefer1Thursday
201203T-Mobile customers will soon be able to use the same number on two iPhones - Phosbfm1Thursday
201202Phillip, re: QCOM DCF valuation………………………. Hey Phillip- Interesting webJim Mullens2Thursday
201201Interesting CNBC interview : Nvidia CEO Jensen Huang on Hugging Face deal: OpeGR8FORM1Thursday
201200Hey Jim, I chose the lower end of the analyst assumptions for the next yearsphilipvdb001-Thursday
201199Margin of Safety ;)philipvdb0011Thursday
201198Hey Art & others. You can find the methodology behind the DCF here. For thphilipvdb0011Thursday
201197Yeah, I guess now in retrospect Q’s Hugging Face business partnership and the Mofreefromwires9Thursday
201196jon, re: MoS....................................................................Jim Mullens-Thursday
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