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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.16-3.1%10:05 AM EST
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To: carranza2 who wrote (103126)8/22/2001 4:37:34 PM
From: Maurice Winn  Read Replies (2) of 152472
 
<I never thought of the antitrust implications of the TXN deal. Your point is a great one, and indicates exactly how far into the future Dr. J. has planned Q's game plan. >

Carranza, I agree. But there have been too many things over too many years which 'just happen to be right' for it to be a plan. I think it is more of an intuitive approach to doing things and a value system which leads to these good things happening.

For comparison, $ill Gates tends to agglomerate. Irwin Jacobs tends to spin off. One is like a black hole and anything which gets past the event horizon disappears. The other is like the universe [the biggest black hole] which started at a singularity and is pouring forth enormous quantities in an inflationary expansion.

I'm not sure that these things are planned. I think they just fit Irwin's modus operandi and he is 'comfortable' with the ideas. He wants CDMA to link the world. It's in a generous spirit. Which is not to say a soppy attitude - the best way to link the world is to maximize profit.

There are glitches:
NetZero
Globalstar
as two of the more obvious [PCSTEL will have a longer list readily at hand]

As you know, I'm the panic-merchant about anti-trust, anti-monopoly wackoes. As you and JGoren say, Texas Instruments is another escape hatch from prosecution. Paradoxically, it feeds more into the Mighty Q! monopoly because they get access to the Texas Instruments patents which enables them to leverage their CDMA patents to greater effect.

Mqurice
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