Rollo,Synergy and Moats.First off this maybe the first we've seen of the full value of QCOM-Atheros coming together. I'd wager this is the first of many more to come. Everyone talks about the elusive "synergy" of acquistions. Maybe this is one that will actually yield a 1+1=3 gain.The comments about this chip being part of a total QCOM chipset solution is where that 2 billion number gets interesting. QCOM puts this on the market to sell AND to make it harder for other chip makers to get design wins for the other chips that go in a mobile device.
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