Rob Enderle: Apple (page 3)

“[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.”

Rob Enderle

Broadcom/Qualcomm Merger: A Train Wreck in Slow Motion http://itbusinessedge.com/blogs/unfiltered-opinion/broadcomqualcomm-merger-a-train-wreck-in-slow-motion.html in IT Business Edge (1 March 2018)

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