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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.80+0.3%Dec 5 9:30 AM EST

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To: Ramsey Su who wrote (4697)12/30/1999 3:29:00 PM
From: RoseCampion  Read Replies (1) of 13582
 
Ramsey, on days like today, a few choice words from your "shy friend" are as a balm on janGled nerves. Thanks Jillions for Passing these on to us.

In the HDR excitement over the last two months, I've barely heard mention of Eudora (sure, now 'free' software supported by advertising - but tell me what a standalone company with the lion's share of the dedicated email software market, and a guaranteed e-advertising revenue stream through it, be valued at in today's market? Or what kind of leverage the knowledge/experience gained by Q in owning it will have on future wireless email endeavors?) Nor are we speaking much anymore of the still-nascent digital cinema initiative. Add in the G* stake, the NextWave connection, those two licences the FCC owes us, and the whole weird Wireless Knowledge venture, should it ever amount to anything worthwhile...

To my way of thinking, the third leg of the stool is already getting pretty long, and that's even before Dr.J goes shopping with his $2-3B Christmas Fund. Not to mention what might already be in the Q R&D labs that none of us have even gotten wind of yet...

-Rose-
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