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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Uncle Frank who wrote (1032)12/15/1999 6:25:00 PM
From: gdichaz   of 1817
 
Uncle Frank: You may be right.

But I think you are transferring the Microsoft power into an area where is does not exist now, and many current players are wary of MSFT.

Yes MSFT may wedge in.

But I suggest that you not count on the Q at all re MSFT.

My view of the joint venture was that that was to keep MSFT a little bit separate - off - outside.

The Q wants to be its own gorilla, not a shadow or puppet of MSFT.

And I expect the Q to be very very careful to keep its options open with Palm and others.

And the Q is very important in this because CDMA will be a major force in handhelds and the wireless/internet nexus.

And in wireless and CDMA and in handhelds (including phones), Qualcomm is the established gorilla. MSFT is the challenger.

But we shall see.

Best.

Cha2
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