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.
Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: Kayaker who wrote (1541)9/15/1999 10:54:00 AM
From: w molloy  Read Replies (3) | Respond to of 13582
 
Chip sets will become a commodity in the next few years. In my opinion, the asics are not that unique and I am certain there are lots of companies willing to build them for a slim profit margin.

Lots may be willing but lots won't get licensed.


That strategy will invite 'anti-trust' lawsuits, don't you think?
Commoditisation is inevitable. How will QCOM become an INTC?

w.