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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.05+0.6%3:59 PM EST

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To: gdichaz who wrote (17834)11/5/1998 12:13:00 PM
From: DaveMG  Read Replies (3) of 152472
 
Chaz,

Seems to me this is a different kind of partnership than Citrix, Real Networks. Maybe closer to @Home although I confess I know next to nothing about that relationship. Once again MSFT trying to cover its bases. QCOM is bringing technical expertise that MSFT must converge with, is independent of, cannot simply appropriate/alter. Notice that a separate company is being formed, that there are other LARGE players.
I also suspect that this is larger than operating systems for phones.Imagine a miniature laptop, larger than a Nokia 9000, smaller, sleeker than the laptop you know. Something along the line of these very thin Toshibas and Sharp machines that have beautiful LCD screens, with a lighterweight OS than WINdows, no CDROM, wireless MSM chip from Q.. in short the infamous network computer we've heard a lot about, only wireless...Of course this machine would aslso be a telephone.

It is a bit confusing how ATT fits in. Armstrong was CEO at Hughes, a CDMA equip manufacturer as well as SAT provider before ATT.Maybe, as you suggest we're looking at our first overlay a la Vodafone trial. Wonder how Sprint would feel about this, let alone ETSI. Or am I way off the mark, out of my league, don't know what I'm talking about, which is often the case.

Dave
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