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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.75

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11:32 AM EST

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To: Maurice Winn who wrote (9103)	3/11/1998 1:27:00 AM
From: Asterisk	of 152472

Couple things hit me about this post and your last Maurice (as I get down on my knees and pray that he doesn't wind up his rant again). First up is that chicken wire and bubble gum were the exact words that were used to describe the first IS95 proposals. It is interesting that we come back to the same descriptions for this new stuff. Next is that I couldn't agree with you more that the OS doesn't make or break itself the applications do. If you have watched "Triumph of the Nerds" or whatever that excellent PBS show is they made that exact point. They said that for the Mac it was Adobe and for the first Apple it was the spreadsheet. I don't know if any of you remember a company that came out 5 or 6 years ago called neXt. They had a square computer (a computer in a square box) that was light years ahead of its competetion. I believe that the company was started by Steve Jobs and a year ago Apple bought it... Anyways the point is that this computer had kick butt hardware but the applications were never made for it. It died not because of the OS but because of the apps. The main contention that will kill Gates IMHO has been that he has control over ALL aspects of the software business. He makes the OS, the browser, the tools, and the games. This is too much. It gives him an inherant advantage when the time between releases of software is 2 years (and less for most stuff). With a product cycle that quick you definately have an advantage when you know the features and capabilities of the next OS before anyone else. And before anyone tells me otherwise you cannot say that when 2 Microsoft employees are sitting at lunch they don't talk, that is how the advantage is spread.

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