Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

3:59 PM EST

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To: DWB who wrote (17836)	11/5/1998 12:03:00 PM
From: gdichaz	Read Replies (1) of 152472

At least a joint venture with $Bill beats a buy out by Ericy, no? :-) Since I owned MSFT for quite a while - from mid 80s to mid90s, am familiar with MSFT's modus operandi. Tough and aggressive. Not an innovator but a superb management and marketing operation IMO. Does indeed compliment the Q - in fact a mirror image - again just IMO. This could be the best possible news for the Q since its founding - seems like the focus is right on. The MSFT savy, resources and "aura" huge pluses. And data is the future for both wireless and wire. This is a most timely move by the Q. Do have a sense of unease re the "clutches" of MSFT but the Q's managemnet has come a long way through minefields and do not expect them to be caught napping. Q management deserves confidence in their ability to pull off this joint venture (a good choice for working with MSFT is it not - close but not too close) and the benefits for the Q re Wall Street "respect" and vis a vis Ericy et al should be huge. End rant. Chaz

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