Interesting article from Seeking Alpha in the context of some iHub posts today.
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Summary
* Qualcomm's competitive situation with Intel is unappealing. * Low-end will not drive revenue growth, just volumes. * Intel can be price competitive in mobile and still generate meaningful accretion to financial results making it the bigger winner going forward.
While Qualcomm (NASDAQ:QCOM) has been a good holding for tech investors who wanted exposure to mobile, I think now is a good time to part ways with Qualcomm. The truth is, there's very little Qualcomm can do to drive growth other than to compete in the low-end, a market in which Intel (NASDAQ:INTC) has demonstrated considerable interest in.
Qualcomm's sales growth has declined considerably in the current fiscal year, and further developments in the space indicate that this won't change. Meanwhile, Intel is well positioned to grow in both mobile and data center, and has a much larger capital return program in place to retain shareholders.
This leads me to the conclusion that it's time to load up on Intel and dump Qualcomm.
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