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: Eric L who wrote (37316)1/1/2001 4:24:25 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
To an increasing degree QUALCOMM is forced to work in committee, something they may be getting better at, but which is most certainly not their forte.

While this may seem like loss of architectural control and thus of potential loss of gorilla position, isn't really more comparable to Intel? I.e., the core is the processor and whether or not Intel makes the whole system, the important part is control of the processor. Or, in QCOM's case, the base technology.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News