[T]he litigation between Qualcomm and Apple/Intel ... is weird. What makes it weird is that Intel appears to think that by helping Apple drive down Q… - Rob Enderle

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[T]he litigation between Qualcomm and Apple/Intel ... is weird. What makes it weird is that Intel appears to think that by helping Apple drive down Qualcomm prices, it will gain an advantage, but since its only value is as a lower cost, lower performing, alternative to Qualcomm's modems, the result would be more aggressively priced better alternatives to Intel's offerings from Qualcomm/Broadcom, wiping Intel out of the market. On paper, this is a lose/lose for Intel and even for Apple. The lower prices would flow to Apple competitors as well, lowering the price of competing phones. So, Apple would not get a lasting benefit either.

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About Rob Enderle

Rob Enderle (born July 27, 1954) is an American technology analyst who has worked for EMS, ROLM, IBM, Dataquest, GiGa, and Forrester, before founding The Enderle Group.

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Steve Jobs set Carly Fiorina up over a decade ago. He used compliments and empty promises to make sure HP never brought to market an iPod competitor and, while it isn't certain that HP would have been successful, had it been, Apple likely wouldn't be around today, and Fiorina lost her job partially as a result of that scam.

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I was recently at a meeting of analysts and vendors, and got into a conversation about Apple with one of the ex-Apple executives at the meeting. I got the sense that Tim Cook was hired because he was good at everything Jobs didn't like to do, and Phil Schiller was basically Jobs' internal fan club chairman. In other words, you really don't have a viable company without someone doing what Jobs did.

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