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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (27829)	7/13/2000 12:26:02 PM
From: foundation	Read Replies (2) of 54805

"re: In the end, the best chipsets/ASICs win." ---------- Jacob - It is the process involved in being the best designer/manufacturer of chips/ASICs that will allow them to control the proprietary architecture. Or, from another angle, being the best designer/manufacturer of chips/ASICS will be the coincidental byproduct of dominating the evolution of the proprietary architecture. INTC and HWP have a great distance to catch up. A recent release by TXN noted that they expected to be fully in the game in 2005. QCOM must only maintain its lead. I personally have faith they can and will. regards, blg

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