Stacy Rasgon - Sanford Bernstein


Last quote by Stacy Rasgon

It's a completely different model of how to run
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Nov 21 2017
Find all of Stacy Rasgon’s quotes that have been published in 11 different articles on this page. Stacy Rasgon’s quotes are organized by date and topic, making it easy for you to compare, for example, what Stacy Rasgon has said both recently, and in the past, on a variety of topics. Some of the topics Stacy Rasgon likes to comment on include Qualcomm and business. Most recently, Stacy Rasgon said, “Apple is big enough that they want to support multiple paths, they can do that.”.
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Stacy Rasgon quotes

Mar 01 2017 - Artificial Intelligence

We believe INTC is facing structural headwinds as datacenter weakens, quality growth becomes more elusive, and competition increases. Datacenter, for long the (only) structural reason to hold Intel's stock, is showing signs of cracks. … We are seeing an increasing number of credible competitive threats emerge, including AMD (with their first major offering in half a decade) and NVDA (whose GPU offerings appear preferable in high growth AI [artificial intelligence]

Jan 26 2017

They're very clearly trying to attack the business model - that's crystal

Jan 23 2017

The licensing business is under attack on multiple fronts, from both governments and now Qualcomm's own customers. Nobody likes to pay royalties, but most held their noses and did. Now they seem less likely to pay those rates, and are fighting

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