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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.07

+2.6%

Dec 3 3:59 PM EST

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To: qdog who wrote (6671)	12/23/1997 11:41:00 PM
From: Bill Morel	Read Replies (2) of 152472

Re: Microsoft and Dole. The fact is MSFT is investing huge amounts into new businesses, e.g. sidewalk.com, carpoint.com, expedia.com. These businesses will stand on their own merits. If people don't use them, so be it. All these competitors are just plain scared of MSFT because of its good management, good marketing, good execution, software that people want to buy. So what, MSFT can take the explorer icon off the desktop. Big deal. The fact is MSFT wants to make the market work in these businesses (e.g. travel agents, brokerage) such that the margins are lowered and volumes increased. More bang for the buck for consumers LIKE US. Dole is completely wrong to get involved in this. And, yes, I am long MSFT.

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