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Category Archives: Qualcomm

Should Intel Split in Two? Probably Not

October 21, 2015by D/D Advisors Leave a comment

Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever […]

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Business Model, Components, Qualcomm, Silicon, Strategy

Intel has 1,000 people working on a chip for iPhone? Of course they do

October 19, 2015by D/D Advisors 11 Comments

Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]

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Apple, Business Model, Components, iOS, Qualcomm, Silicon

Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.

September 18, 2015by D/D Advisors Leave a comment

Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon

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