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

To: Robert who wrote (25593)	3/30/1999 7:03:00 PM
From: DanD	Respond to of 152472

I just saw the Microsoft news. It seems a little early to get more than PR hype out of this, but will it be good for a few extra points on the Stock tomorrow? I am also unsure if this will have not affect on the 3COM relationship! Can Q be in the middle with out choosing sides in the long run. Is CDMA powerful enough to make 3COM Microsoft, Cisco, and even Intel want to all be in bed together. I can see the big 3 but I bet 3COM is getting nervous. As I type this it now seems to me that there have got to be some people seriously thinking about aquireing the Q. At the moment only Cisco, and Intel have the kind of resources to exploit CDMA. Dan D

To: Robert who wrote (25593)	3/30/1999 11:27:00 PM
From: JGoren	Respond to of 152472

Robert, the article you posted is extraordinarily important as showing the direction the company seems to be taking. Here is the link for anyone who wants it: news.com

To: Robert who wrote (25593)	3/31/1999 1:48:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Hopefully the Q will not put all its eggs for the MSM 4000 series in the Microsoft WinCE basket. Sadly for MSFT, and perhaps the Q, the WinCE operating system still seems to be clunky and buggy. There are rival systems which may well make WinCE an also ran. Just a worry re the Q being in bed with MSFT. Fortunately, the relationship so far is one step removed - a joint venture. I must admit the only future cloud I see on the horizon for the Q is being swallowed MSFT or damaged by too close a MSFT grip. Hope this is a shadow only, not substance. But the track record of MSFT with its "partners" and failure to launch numerous initiatives where there was real competition in the past, gives pause. I for one assume the Q's leadership will deal with MSFT with its eyes on not only the advantages of cooperating with MSFT, but also the need for independence and cooperating with other companies and emerging handheld wireless operating systems when necessary for the Q itself. The record to date on the pdQ and the PalmPilot OS is reassuring IMO. All just my rumination and speculation. Again, hope my worries in this are just that - worries only - and the actual result will be not only good but excellent. :-) Chaz