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

QCOM 159.42

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Jan 16 9:30 AM EST

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To: Art Bechhoefer who wrote (146034)	5/8/2018 4:12:23 PM
From: Qurious	Read Replies (1) of 197271

Art, Centriq using a technology which anyone can license at a very reasonable cost is not an assumption on my part. It is a fact. ARM is the biggest electronic commodity ever, by a long shot. We brag about our proprietary customizations etc. Yet Apple, Samsung, Huawei et al have all managed to produce perfectly viable (they may even claim superior) versions of ARM-based APs. As to ARM-based server cpus, unlike APs, we are not only not an early adopter, we are very late to the party. AMD has been at it since when? And Cavium? Have they seen any traction. Can you name any real design wins? Do we (whether dependent or independent of Q) have enough domain software expertise to support our customers in this space?

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