We told you about the deal between Microsoft and Qualcomm over WARTBook SoCs earlier, then why Microsoft booted them for repeated failures, and finally who ‘won’ that socket. There are a lot of other moving pieces in this game and a new player just entered, and it is not one of the four that are publicly known. This one changes a lot, the WARTBook plan is still garbage that will never catch Apple for technical reasons, but it is a seismic shift in the gutter.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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