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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (38089)8/17/1999 12:01:00 AM
From: Joe NYC  Read Replies (2) | Respond to of 152472
 
Maurice,

I'm now convinced that since the depths of this antimonopoly fanaticism seems so ingrained in people, that Qualcomm will has seriously limited potential.

I don't think that's the case at all. The anti-Microsoft sentiment has more to do with the business tactics, less with their market share, revenue, profits, or whether or not they are a monopoly or not.

Microsoft's business tactics were, in short, nasty. It's like the MSFT management dropped out of kindergarden in rush to make money at any price. They missed out on great things you learn there, like how to be polite, how to play fair, that you are supposed to flush.

I am not sure if you read any computer press. If you do, you would probably know about some of the extremes of MSFT behaviour was keeping journalist on payroll on whose "independent" judgement people (the kindergarden graduates) relied on, a bunch of Microsoft employees were paid to frequent BBSs and newsgroups, (places where PC users helped other PC users exchanged information, offered help and advice) and there, the MSFT hacks practice ruthless slash and burn campaign of FUD (fear, uncertainty, doubt) about their competitors. These MSFT employees of course hid their affiliation and pretended to be just regular users offering advice.

If you ever witnessed any of this, it would make you sick. You would have a lone person offering his opinion or experience to other readers, and he would be attacked by a pack of MSFT guys, some of them with multiple identities. If you hang around for a while, you would start to suspect what was going on, but you were never sure. You know there is this "40 million Frenchmen can't be wrong" (or whatever).

Anyway, most of this stuff came to surface (without much fanfare) eventually. If you heard loud smacking sounds all the way to NZ, it was sound of people smacking their foreheads here in the US saying "Damn, that's what was going on"

You compare QCOM and MSFT a lot. But in fact they are so different, almost a world apart.

QCOM management maintained the highest level of integrity throughout the history of the company, even while facing life and death kind of adversity from ERICY and all the anti CDMA crowd.

BTW, ERICY, Frezza and the rest of the crowd are just apprentices in MSFT school of management, communications and PR.

It's great to see the good guys (QCOM) win, but the sad thing is there are fewer and fewer of the good guys out there. The 2 Bills (Gates and Clinton) have polluted the public discourse so much that it may take a generation to clean it up.

They are resented not for making it to the top, but for the way they got there.

Joe



To: Maurice Winn who wrote (38089)8/17/1999 12:38:00 AM
From: qdog  Read Replies (1) | Respond to of 152472
 
Gee Maurice can I have some of the sherry you are drinking? Q currency?? Is that going to be parsed in tenth, hundredeths or 1000th's? How do rate exchange it among other countries. 1Q=1000 ERICY's?

As to your MSFT monopoly question. 90% of the desktops are using Windows, per "independent" sources. That ain't a monopoly? What choice on the desktop do you have? Apple that is even worse in the fact that they are closed source? Pullleeeezzzzeeee!! What else? OS is fine, but who has applications to run on it? That what even worse about MSFT, they control the application side by the code to developers that they release, when they release it. You think that they give IBM's Lotus division the total package? I got a bridge for sale....

Now for the latest from the great innovators of Bloat:

news.com

Microsoft today released an update to its Windows CE operating system designed to fix lingering problems with the latest versions of the software that the company has known about for months.

Dubbed ActiveSync 3.0, the new software improves the speeds at which data transfers between a computer and a device that runs with the Windows CE system. ActiveSync 3.0 is also expected to be much easier to install than its predecessors.

But the release, though touted as an advancement, is more like a repair. the version of Windows CE for handhelds with color screens, which began to hit shelves in June, and the version of CE that comes with mini-notebook-sized devices that debuted last October use an older version of ActiveSync that was relatively slow and difficult to install.

"We did release [previous Windows CE versions] with the same synchronization software that was nine months old," acknowledged Brian Shafer, marketing manager for the Windows CE group at Microsoft. "There were certain situations where it was more difficult to install and use than they [users] would have liked.

"ActiveSync wasn't ready, and the new devices were," he said in explaining why the software is coming out now.


This is the OS and the company that QCOM has decided to partner with? Titanic ring a bell?



To: Maurice Winn who wrote (38089)8/17/1999 1:15:00 AM
From: cfoe  Respond to of 152472
 
I agree with your comments re: MSFT and the law. As a very smart man from Silicon Valley recently said (and I paraphrase): People overseas look at this MSFT case and think we are crazy. They would love to have a "monopoly" like that creating all that wealth and jobs in their country.
I think all those SV types who have been cheering the government for going after MSFT are going to regret letting the camel's nose under the tent.