“[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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Rob Enderle 48

American financial analyst 1954

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“Intel has a long an ugly history of behaving unethically, mostly against competitors like AMD and more recently Qualcomm (its partner in this, Apple, was just highlighted as being basically anti-innovation).”

Rob Enderle (1954) American financial analyst

Intel's Biggest Problems to Fix: Ethics, Loyalty, Priorities https://www.itbusinessedge.com/blogs/unfiltered-opinion/intels-biggest-problems-to-fix-ethics-loyalty-priorities.html in IT Business Edge (25 June 2018)

“The Apple iPad is not going to be the company's next runaway best seller. Not if the industry can help it. … with the iPad, Apple may have irked its somewhat new partner Intel Corp. Intel gets spanked by nobody.”

John C. Dvorak (1952) US journalist and radio broadcaster

"The iPad faces industry backlash" in The Wall Street Journal MarketWatch (12 February 2010) http://marketwatch.com/story/apples-ipad-faces-industry-backlash-2010-02-12
2010s

“The cause of [Apple v. Qualcomm] appears to be an effort by Apple to pressure Qualcomm into providing a unique discount, largely because Apple has run into an innovation wall, is under increased competition from firms like Samsung, and has moved to a massive cost reduction strategy. (I've never known this to end well, as it causes suppliers to create unreliable components and outright fail.)”

Rob Enderle (1954) American financial analyst

Apple vs. Qualcomm Litigation and the Nuclear Option http://itbusinessedge.com/blogs/unfiltered-opinion/apple-vs.-qualcomm-litigation-and-the-nuclear-option.html in IT Business Edge (14 April 2017)

“If Apple has a flaw, it's the inability of the company to crush competition using the kind of aggressive tactics that companies like Microsoft and Intel have always applied.”

John C. Dvorak (1952) US journalist and radio broadcaster

"Apple's Swan Song" in PC Magazine (14 January 2013) http://pcmag.com/article2/0,2817,2414266,00.asp
2010s

“The best of Intel computing is coming to smartphones. Our efforts with Lenovo and Motorola Mobility will help to establish Intel processors in smartphones and provide a solid foundation from which to build in 2012 and into the future.”

Paul Otellini (1950–2017) former president & CEO of Intel

Solution Providers: Intel Smartphones, 'Wintel' Here To Stay http://crn.com/news/components-peripherals/232400295/solution-providers-intel-smartphones-wintel-here-to-stay.htm in CRN (12 January 2012)

“Given that background, I was interested in what Steve Jobs might say about the future of Apple. His survival strategy for Apple, for all its skill and drama, was not going to propel Apple into the future. At that moment in time, Apple had less than 4 percent of the personal computer market. The de facto standard was Windows-Intel and there seemed to be no way for Apple to do more than just hang on to a tiny niche.
In the summer of 1998, I got an opportunity to talk with Jobs again. I said, "Steve, this turnaround at Apple has been impressive. But everything we know about the PC business says that Apple cannot really push beyond a small niche position. The network effects are just too strong to upset the Wintel standard. So what are you trying to do in the longer term? What is the strategy?"”

Richard Rumelt (1942) American economist

He did not attack my argument. He didn’t agree with it, either. He just smiled and said, "I am going to wait for the next big thing."
Source: Good Strategy Bad Strategy, 2011, p. 14; Similar story in Rumelt (2007)

“Given its price advantage and a head start in the market, Microsoft's TV strategy will be difficult for Apple to beat.”

Farhad Manjoo (1978) American journalist

Apple Doesn't Need To Make the TV of the Future http://slate.com/articles/technology/technology/2012/03/xbox_live_tv_why_microsoft_not_apple_will_dominate_television_streaming_.html in Slate (27 March 2012)

“Now, I have something to tell you today. Mac OS X has been leading a secret double life — for the past five years. There have been rumors to this effect… but this is Apple's campus in Cupertino — let's zoom in on it — in that building right there… we've had teams doing the "just-in-case" scenario; and our rules have been that our designs for OS X must be processor independent, and that every project must be built for both the Power PC and Intel processors. And so today for the first time, I can confirm the rumors that every release of OS X has been compiled for both Power PC and Intel — this has been going on for the last five years. Just in case.”

Steve Jobs (1955–2011) American entrepreneur and co-founder of Apple Inc.

2000s, WWDC 2005

“…it is the natural tendency of market economies to lower prices that makes them so successful.”

Peter D. Schiff (1963) American entrepreneur, economist and author

Quotes from Crash Proof (2006)

“A BOUNTY on the exportation of corn tends to lower its price to the foreign consumer, but it has no permanent effect on its price in the home market.”

David Ricardo (1772–1823) British political economist, broker and politician

Source: The Principles of Political Economy and Taxation (1821) (Third Edition), Chapter XXII, Bounties and Prohibitions, p. 201

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Rob Enderle 48

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