I own a few shares of both, as both are going to be huge innovators over the next ten years or so I would say. I think buying now is probably not a terrible idea for either, and be safe for the next few years.
However.
Intel failed to deliver 5G modems before Qualcomm which they had a huge push for. Currently it seems unclear who the leader of 5G will be, but many suspect it will be Qualcomm. Personally I also believe Intel is backed into the PC market corner and is spreading itself very thin to try and branch out into other markets. They have no clear focus that I can see for their many side projects other than 5G which may not pan out. They do however have an impressive storage technology called 3D storage, but they will have competition and their name isn't huge in storage.
Qualcomm has a promising future even outside of 5G, though it is extremely likely they will be the dominators of 5G in my opinion. Qualcomm will likely be found in many or higher end smart devices and will continue to be in phones almost definitely. However if they do lose 5G it may be a significant blow to them. What I'm worried about with QCOM right now, is they are being sued by the FTC and Apple. I don't consider myself anywhere near educated enough to make any estimates of what's going to happen here and I don't know the facts. But QCOM price is dropping fast. I find it unlikely that the company couldn't come back after even both of these suits pretending they lost both. So in my mind I am hoping now is just a good time to buy, or if not now then after the verdicts.
Warning: my stock portfolio is terrible and you should consider my advice as bad advice, but let's discuss.
Submitted January 23, 2017 at 09:43AM by Ampix0 http://ift.tt/2jJgNHa
