SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DownSouth who wrote (28244)7/18/2000 8:54:24 AM
From: foundation  Read Replies (1) of 54805
 
"I am saying that INTC will pose a threat to QCOM ASICS down the line. I am also saying that QCOM may decide to encourage INTC and others to build the best damned ASICS that they can as fast as they can."
----------

God is in the details.

In this context, God may be in the software.

QCOM has the opportunity to extend their software superiority in perpetuity.

Intel may build chipsets paired with QCOM software.

regards,
blg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext