From the latest Motley article, (good thing they have more than one writer....lol). Mentioned a previous article on QCOM and then says that QCOM has risen 2% since that Nov article. Well, that tells you that there is plenty of room to move up much further, imo. Says he owns both INTC & QCOM, but sounds more bullish on QCOM, and likely both hold on to their own relative 'strength' positions. INTC should remain dominant in PCs, and QCOM will remain dominant in mobile, and however, I think QCOM will grow faster overall.
"The $110 billion dollar company has seen its market capitalization fall beneath that of technology compatriot Qualcomm, which continues to drive innovation in the mobile technology chip space. Shares of Qualcomm have risen 2% since I published The Troll at the Gate: Why This Company is the Clear Winner in Smartphones on November 30.
Investors were disappointed with Intel's latest Atom mobile chip offering at the recent Consumer Electronics Show in Las Vegas, and feel that Intel isn't competing as it should. Despite Qualcomm continuing to hold its market share in mobile, I believe Intel Corporation is attractive on a valuation basis and the company should remain dominant in the PC server market."