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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 170.58-0.2%12:01 PM EST

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To: Art Bechhoefer who wrote (3021)11/7/1999 5:04:00 PM
From: cfoe  Read Replies (1) of 13582
 
I agree with most everything you said. Especially the part about the difference between MSFT and QCOM. The latter is clearly committed to win-win solutions, as the ERICY settlement showed.

The problem with applying the antitrust laws in technology cases like this is the marketplace is changing so fast. A lot seems to depend (to my amateur eye) on how you frame the issue. In this case, what the relevant market is.

Anyway, it seems to me that just like the IBM case, the marketplace will decide MSFT's fate a lot quicker than any legal action will.

My hope is that MSFT does not settle; that they fight it out to the SC and let's see who's interpretation of the law prevails.
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