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


To: DownSouth who wrote (28139)7/17/2000 4:49:36 PM
From: shamsaee  Read Replies (1) | Respond to of 54805
 
INTC wants to be the dominant supplier of asics for 3G mobiles.I don't see how they can over come qcom's years of expertise and know how.Even though INTC is gorilla in processors they will be going up against another gorilla with about 15 years of a head start and at best would be part of Qcom's value chain and a strong chimp.