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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 Q… - Rob Enderle
" "[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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Additional quotes by Rob Enderle
I asked the panel to list the companies that would certainly be around in the future — and those that wouldn't be. ... There was some disagreement about Oracle. Microsoft and Oracle said that Oracle would survive; Apache said it wouldn't. I also asked which companies would be dead. The panel agreed that it would be Apple, Sun and Novell.
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