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: Eric L who wrote (32942)	10/9/2000 10:15:50 AM
From: areokat	Read Replies (2) \| Respond to of 54805

Eric L. I think you said a while back that you had Gilder's new book, Telecosm but hadn't read it yet. Have you read any of it by now. I'm just about finished and am intrigued with some of his ideas. One company that he is high on is Texas Instruments.Do you have any opinions on TI? Thank you, saukriver, and the others for a very interesting discussion of intel. Kat

To: Eric L who wrote (32942)	10/9/2000 12:10:37 PM
From: EJhonsa	Read Replies (1) \| Respond to of 54805

That is part of their revenue stream, but not all. Note that I am talking about Qualcomm today, not Qualcomm tomorrow (after the SpinCo spin, it being darned hard to keep up with Qualcomm's business model) and not yesterday when they competed with their licensees and value chain in infrastructure and handsets, but were already a gorilla as determined by the consensus of these gorilla hunters, if not by Geoff. Ok, that's the difference. I was just talking about Qualcomm's IPR business, as the post that I responded to made reference to the licensing of its patents. With regards to QCT (I refuse to call the damn company SpinCo), the EB article makes a good point about how it was once necessary to allow competitors into the CDMA chipset market in order to guarantee supply and push the standard, but now it might not be necessary (save for perhaps antitrust reasons); but then again, the W-CDMA rollouts should change all of that. Also, if we were to focus only on Qualcomm's chip business as it pertains to the CDMAone/CDMA2000 market, a major difference between Qualcomm's operations and those of Intel's is that the CDMAone/CDMA2000 standard is still evolving at a fairly rapid pace, with much work still left to be done, while the x86 standard was set into place a long time ago, with the variations now being incorporated into competing products being the work of individual companies. Thus while QCT continues to benefit tremendously from being tied to a company that's playing the most pivotal role in developing the standard, IMO, any advantages that Intel had from pioneering the x86 architecture are long gone, and thus it has to compete with AMD on an even playing field with regards to architecture/standards expertise. Eric