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


To: Clarksterh who wrote (17886)11/6/1998 12:43:00 AM
From: waitwatchwander  Respond to of 152472
 
Clark, At this time, I see the joint venture as a phenomenal move. It is quite in line with how both Qualcomm and Microsoft have operated todate. Both companies and the wireless data industry will benefit greatly. I am also quite confident that Microsoft will not dominate the affair. If that is attempted, I am sure that the Q (as in the past) will just walk across the street. In a way, it is very similar to the Microsoft/IBM Affair of the 80's. However, the shoe is now on the other foot.

As far as what it's all about, I can only speculate that it will involve Microsoft's expertise in application software and Qualcomm's expertise in wireless data communications, hence the name, Commsoft. I find it is ill advised to view this as the playing of a card from the Microsoft Cash Foundation. Funding isn't an issue, however, credibility and timing are critical.

Using your Sutter Hill example, I agree that it will focus on the development of an entirely new mine shaft and the Q will continue to work all their previous stakes. I am also sure that this event has been in the book from the start. Chapter 10 - The Shifting Sands - A New Battleground.

In my state of irrational exuberance, my comments mixed up elements of time in a manner similar to that of the Sierra game "Mixed up Mother Goose". Thank you for bringing this to my attention.

Not wishing to confuse. nf

PS I see no reason and would be very disappointed to see control of any of the Q's current application software handed over to Bill Gates.



To: Clarksterh who wrote (17886)11/6/1998 11:00:00 AM
From: Joe NYC  Respond to of 152472
 
Clark,

The down side I see from the MSFT deal is that it will cast a cloud over pdQ. Most of the people who were ready to jump on pdQ and write some custom corporate apps for it will step back and adopt a wait and see attitude.

Any software you write for PalmOS will have to be thrown away if in the long run, QCOM is going with WinCE lite. It will have a negative effect on pdQ hardware as well, unless there is a way to load WinCE on it when it is ready.

Joe