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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 180.90+2.1%Oct 31 9:30 AM EST

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To: golfinvestor who wrote (120218)6/12/2002 3:44:18 PM
From: Dexter Lives On  Read Replies (2) of 152472
 
it's here, it works and the carriers and developers are happy with the product

This doesn't answer the question of sustainable competitive advantage. They may have market leverage, but that's hardly the same thing. How are they better than Borland (for example) at building software platforms and interacting with the developer community?

As for including the BREW capability in their chipsets, I think the feds' anti-trust lawyers would be sharpening their pencils over that...

JMHO. Rob
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