QCOM - First Apple, Now GOOGLEGoogle chose Samsung to partner in the Exynos Extension - the Tensor.
While Exynos has had its detractors over the years, with good reason, the Tensor is an
entirely new beast.
No Taiwanese Manu is required, South Korea is safer.
Another number of Nails in the QOCM coffin.
Google is going to capture large amounts of Market share from everyone - Including the iMob.
The phones are, IMHO, quite nice in appearance and performance.
Integration is the Key.
No other TECH company on the planet can match Google.
They are finally, fully committed to entering the market and their new Flagship... it is a remarkable
piece for Kit @ $899, well below its competitors.
The combination of exceptional Software and Solid, robust hardware, will provide an experience
unlike any other. Mid-Band 5G will rip as T-Mobile finally begins to integrate the Licenses from their
merger with Sprint.
The Pixel 6 is the world's first truly international Smart Phone and seamless carrier switching the
competition lacks and will for a period of time.
QCOM will continue to lose Market Share, their attempt to enter the Smart Phone Market was less
than spectacular.
Our strategy is to build a Put Calendar spread in QCOM from 140 to 150.
We believe QCOM will be moving far lower in Price as Google gains immense Market share with the
introduction of the Pixel 6 and Pixel 6 Pro.
I'm watching the Google Pixel Live Stream and am impressed with a very Non-Apple presentation.
Believe this to be a Game Changer with QCOM in the 90s once again - HK
