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Joey Smith

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Joey Smith

Re: Tenchu post# 113038

Sunday, 10/28/2012 9:32:57 AM

Sunday, October 28, 2012 9:32:57 AM

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re:Why shouldn't QCOM be "vertically integrated"? Why shouldn't NVDA? Heck, why shouldn't ARMH?

Intel easily has the capability to do it unlike the others you mentioned - expertise throughout the value chain, logistics, channels, relationships, marketing power, and perhaps most importantly, brand recognition. I just cant see Intel remaining just a "parts supplier" for much longer the way business models & purchasing behaviors (both consumer & corporate) are changing so quickly. Shame on Intel top brass to be so late to recognize this - they are thinking like engineers & not strategists.
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