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QUALCOMM Incorporated Message Board

  • randy_merkins randy_merkins Jun 2, 2013 1:51 PM Flag

    Anand Chandrasekher on How Qualcomm is a Triathlete and Intel is Lance Armstrong

    If you ask Anand Chandrasekher why Intel has struggled so mightily in the mobile chip business, he’ll tell you his old employer is a great athlete that is trying to play the wrong sport.

    The mobile chip business is like a triathlon combining low-power processing horsepower, wireless know-how and graphics muscle. Intel, is kind of like Lance Armstrong. No, he isn’t necessarily saying that Intel is using performance-enhancing drugs, but rather that it is facing challenges in moving beyond its original sport.
    “Lance Armstrong was fantastic as a biker, not withstanding any of his habits,” the Qualcomm Marketing Chief told AllThingsD’s Ina Fried at this week’s D11 conference. “but when he switched from biking to marathoning and did the New York City marathon he didn’t do as well… I think Intel faces some of that.”
    As for his new employer, he says Qualcomm is “a company that is born mobile.”
    “This is a company that has reinvented itself over the past 20-plus years several times,” he said.
    So what’s coming next for mobile devices? Lots more sensors and media capabilities that approach those of a home theater all on a phone or tablet.

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    • As much as I am pro-QCOM, what a stupid analogy this is, and former-INTC employee's marketing hype is so easy. Basically BS. Unfortunately, INTC has the Haswell chip and QCOM doesn't yet. It will compete in time, but looking at where this stock is going technically is very upsetting, and all the hype in the world hasn't changed that in months.

 
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