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


To: DavidRG who wrote (146717)5/31/2018 1:49:08 PM
From: FJB  Read Replies (1) | Respond to of 196896
 
I am confused by the company's strategy of exiting non-core server business, but staying in non-core Windows business. Have they elaborated on what is going on?



To: DavidRG who wrote (146717)6/1/2018 7:26:54 PM
From: THE WATSONYOUTH  Read Replies (1) | Respond to of 196896
 
as in server CPUs, I think Qs main competitor in this <10W mobile space will be AMD...........they will also compete in this space with their new EPYC 2 design at 7nm next year and they are also prepared to undercut Intel on pricing. I don't see a big advantage to Q. We'll see.