Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Jacob Snyder who wrote (27829)	7/13/2000 12:26:02 PM
From: foundation	Read Replies (2) \| Respond to of 54805

"re: In the end, the best chipsets/ASICs win." ---------- Jacob - It is the process involved in being the best designer/manufacturer of chips/ASICs that will allow them to control the proprietary architecture. Or, from another angle, being the best designer/manufacturer of chips/ASICS will be the coincidental byproduct of dominating the evolution of the proprietary architecture. INTC and HWP have a great distance to catch up. A recent release by TXN noted that they expected to be fully in the game in 2005. QCOM must only maintain its lead. I personally have faith they can and will. regards, blg

To: Jacob Snyder who wrote (27829)	7/13/2000 2:56:17 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

I go get a haircut and some lunch and come back to y'all having all this great discussion! Being a low-cost and/or high-quality manufacturer is not the way gorillas are supposed to maintain high margins. Q's gorillaness does NOT come from its manufacturing expertise. It comes from its CDMA IPR and its continuing to improve the designs and IPR around CDMA. ASICS are a revenue stream for Q, not the source of its Gorillaness. Its ASICS are to CDMA IPR what MS Office is to MS Windows. MSFT had advantages in designing Office because of its control and insight into the workings of Windows.