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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: JMD who wrote (12594)	7/20/1998 5:19:00 PM
From: Clarksterh	Read Replies (1) of 152472

Mike - I agree. LU adding proprietary features to IS-95 is potentially very bad news. Luckily I don't think LU has quite enough lead over IS-95 B&C, and they aren't quite a big enough player to balkanize the market. It is likely that they just wasted a bunch of money. At the risk of a verbal thrashing from Maurice, Microsoft v. Java is a prime example - it is reasonably clear from MSFT internal memos that Microsoft is trying to kill Java by balkanizing it, but even with all of their muscle they are having a hard time (although they may still succeed given time, alas!). Clark

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