Also, Moore’s Law is in its last days, unless something happens with quantum computing. The current fab processes are approaching their technological limits. And on the airlink side we’re pretty much at the Shannon limit already. There aren’t any more large wireless spectral efficiency gains to be made anymore.
At this point it’s looking like a race to the bottom. Dunno what else to do with my QCOM shares tho. I keep waiting for that real estate correction, but not much pencils out in the areas I’d want to buy.
