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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 163.73

-0.5%

11:51 AM EST

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To: Art Bechhoefer who wrote (108550)	1/10/2012 9:35:04 PM
From: pheilman_	7 Recommendations Read Replies (1) of 197218

Intel vs QCOM Intel has the most profitable processor architecture. To paraphrase a microprocessor speaker, all other processors, no matter how powerful, are only worth $25. (It was a long time ago) In contrast Intel architecture parts go up into the hundreds of dollars. Maybe an order of magnitude higher value per square mm of silicon. Ah, but when Intel tries to make any other product the choice to divert any fab capacity cannot be justified. And all the rest of the electrical engineering world gets it. If you design in any of Intel's various new ventures, you're screwed, because they are very likely to stop making because it doesn't make enough profit per mm of silicon. Intel's architecture is not power efficient and the future runs on batteries. QCOM has always made an architecture for battery power and is now expanding into Intel's space. Batteries do not scale, they are improving only very slowly. Efficiency will be important.

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