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

To: DownSouth who wrote (28244)7/18/2000 8:54:24 AM
From: foundation  Read Replies (1) | Respond to of 54805
 
"I am saying that INTC will pose a threat to QCOM ASICS down the line. I am also saying that QCOM may decide to encourage INTC and others to build the best damned ASICS that they can as fast as they can."
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God is in the details.

In this context, God may be in the software.

QCOM has the opportunity to extend their software superiority in perpetuity.

Intel may build chipsets paired with QCOM software.

regards,
blg


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