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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28166)7/17/2000 7:15:02 PM
From: foundation  Read Replies (2) of 54805
 
"You are still underestimating INTC's potential as a CDMA ASIC supplier, imo."
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Intel has experience building the chips.

But they have no experience with developing the software (ASICs).

And this has been the problem for all comers. It is NOK's problem at present.

Recent conversations concerning software are topical here. QCOM's software excellence and lead may be its greatest gift - and INTC's and TXN's greatest (and perhaps insurmountable) liability.

regards,
blg
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