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

To: DownSouth who wrote (28166)7/17/2000 7:15:02 PM
From: foundation  Read Replies (2) | Respond to of 54805
 
"You are still underestimating INTC's potential as a CDMA ASIC supplier, imo."
----------

Intel has experience building the chips.

But they have no experience with developing the software (ASICs).

And this has been the problem for all comers. It is NOK's problem at present.

Recent conversations concerning software are topical here. QCOM's software excellence and lead may be its greatest gift - and INTC's and TXN's greatest (and perhaps insurmountable) liability.

regards,
blg



To: DownSouth who wrote (28166)7/17/2000 7:17:52 PM
From: shamsaee  Read Replies (2) | Respond to of 54805
 
Given your track record,I will do some DD this weekend on INTC plans.So we will have gorillas down the line clashing heads due to the sheer size of the market.It will be interesting to watch.IJ in his Bloomberg interview said they expected competition down the line from TXN and INTC.


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