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

QCOM 172.72

-4.4%

Nov 4 3:59 PM EST

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To: engineer who wrote (133304)	12/21/2016 10:57:41 AM
From: Jim Mullens	Read Replies (1) of 196444

Curious / Engineer re: Software issue / Qualcomm Demos 48-Core Centriq 2400 Server SoC “...We have a real catch 22 here. People can't take $100M to build a new processor wihtout sales. Sales takes SW and applications. Without Software, no speed up is shown. Making the software for asymetic cores can take $100M itself....” >>>>>>>>>>> Unfortunately your discussion is way over my head but the article below discusses software issues and why QCOM is working with / targeting GOOG / FB / AMZN. Who’s developing the software?.... it appears that QCOM is targeting the very large web service companies (Data Centers) that develop their own software. Snip>>>> *Qualcomm is currently testing the processor with large web service companies and looks to gain some market share from Intel.* *Competing with Intel in the server space* However, competing with the giant in its own market is not child’s play. As seen from the chart above, Intel’s x86 technology commands 99.3% of the server market. The remaining 0.7% is held by IBM’s ( IBM) Power9 processors and other ARM processors. All commercial software available in the market supports the x86. Even Advanced Micro Devices ( AMD) scrapped plans for an ARM processor and is now launching Zen, its x86 processor, in 2017. It’s difficult for an ARM processor to survive in an x86 world. Unlike other ARM chipmakers that are still struggling in the server space, Qualcomm is moving strategically by planning its entry. First, it waited for several ARM server chipmakers to exit the market. Then, it waited for applications to emerge that can run on all processors. However, that did not happen. So, Qualcomm ( QCOM) is targeting very large web service companies like Google ( GOOG), Facebook ( FB), and Amazon ( AMZN) that develop their own software and are willing to experiment with server processors other than the x86. These companies make bulk purchases of server chips and then use accelerators to speed up processing. A cheaper server chip would be attractive for them, as it would bring significant cost savings. marketrealist.com Qualcomm’s 2017 Resolution: Automotive, Mobile PCs, Data Center PART 5 OF 13 Qualcomm Could Enter the Server Market in 2017

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