Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
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To: Bill Wolf who wrote (139764)11/10/2017 10:00:51 AM
From: slacker71112 Recommendations

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I thought this was a great summation of what we need to see from Centriq. Moorehead is certainly bullish about its prospects.

If Google or Microsoft want to insure that Q remains separate from Broadcom, one way to do it would be to accelerate any plans they have for Centriq and to publish that fact.

For Centriq to find success, there are a few things that have to happen:

Continue to build the ecosystem. Qualcomm needs a rich hardware ecosystem. Having HPE on stage promoting Cloudline was a good start. Qualcomm must now go after the other major server vendors such as Dell EMC, Lenovo, Huawei, Sugon and those “white box” server vendors that have found success in the cloud space.

Be self-aware. Qualcomm must know where Centriq shines. Moreover, where it does not compete. Build the partnerships, solutions, and expertise to establish a beachhead. Moreover, once that beachhead is secured – find the next.

Publicize the wins. Qualcomm has to show the world that cloud customers have moved beyond the pilot and into production. If they can get that one customer that quantifies the savings achieved with Centriq (and allows Qualcomm to publish), others will fall in line. I would have expected more deployment commits at this stage of the game, but I will remain patient. The previous Arm “wins” from Applied Micro and Calxeda ended up being tire-kickers, and Qualcomm needs to move beyond that.

Keep the foot on the gas. At the Open Compute Conference in March, Qualcomm dominated headlines due to their collaboration with Microsoft on Project Olympus. It has once again garnered headlines with the launch of Centriq. Qualcomm must maintain momentum through the development of proof points and campaigns that educate potential customers.
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