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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.25+0.6%Dec 19 9:30 AM EST

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To: JMD who wrote (3236)7/31/1997 1:52:00 PM
From: kech   of 152472
 
Mike - I doubt if Eudora kicks in much to cash flow since they still give most if it away to build an installed base. They might make some money on the Eudora Pro as plain old vanilla Eudora fans eventually want to upgrade. (This is the bait and switch approach used successfully by Netscape and others...). I also can't tell you exactly how Eudora fits into the Unwired Planet vision of using the cell phone as a total personal communication device -- I just think it is in the same ballpark. Sometimes you have to make a commitment to build an opportunity for future options that are not entirely clear immediately. However, I am assuming that they are clearer to QCOM than they are to me! If anyone knows more about this please chip in. One other note, I think Irwin Jacob's son is running this business. One way to look at this is that Irwin sees the business as having a lot of potential and is not a dead end if it is to be a good training ground. I acknowledge though that there may be other interpretations.
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