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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: JeffreyHF who wrote (108531)	1/10/2012 3:00:27 PM
From: Art Bechhoefer	3 Recommendations Read Replies (3) \| Respond to of 197214

OK, then here is what I think it implies: Intel owns its chip making facilities and is also on the cutting edge of chip design, currently at the 1x nm level. Qualcomm depends on others, such as TSMC, for a technology not quite as good as Intel's. Intel makes processors that consume more power than ARM based designs, but the difference in power consumption between 1x nm and 2x nm narrows. Intel thinks it can be close enough to competing with ARM based processors simply because it has better production technology and a better brand, especially when it comes to running Windows software. And Intel is ready to spend a lot on advertising to make sure its processors are seen to be as good as the competition. Finally, remember that an Intel processor is also contained in the most popular current version of an ultrabook -- the MacBook Air. All of which says that QCOM, despite technology more suitable to portable devices than that offered by INTC, may still end up an also ran. If you have more specific ideas, I'm sure we'd all like to hear them. Art