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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (27824)	7/13/2000 12:00:33 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 54805

re: In the end, the best chipsets/ASICs win. It is encouraging that, so far, they have fended off challenges in this area. They have a good track record. But INTC and TXN are targeting this chip niche. These are the best manufacturers, with the deepest pockets, on the planet. There is no tougher competition. QCOM's future profits are less certain, if they must rely on being the best designer/manufacturer of chips, rather than controlling a proprietary architecture. Being a low-cost and/or high-quality manufacturer is not the way gorillas are supposed to maintain high margins.