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Technology Stocks : Wind River going up, up, up!

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To: voop who wrote (9143)2/1/2001 11:37:48 PM
From: bythepark  Read Replies (1) of 10309
 
Voop - Yes. I also recall someone posting that they had noticed QCOM advertising for VxWorks engineers.

In the meantime - here are two more BREW/WIND -related postings to consider. One is from SI and the other from MF.

--alan

Message 15284128
> From: golfinvestor
>
> Thursday, Feb 1, 2001  4:00 PM
>
> BREW sits on top of QCOM chipset (it is not part of the chipset), therefore,
> Intel and TI could decide to use a different platform than BREW in their CDMA
> chipsets. Intel and TI could be direct competitors to Q's BREW.
>
> My understanding is browsers, such as WAP or i-mode, can run on top of BREW.
> JAVA also can run on top of BREW. The beauty of BREW, IMHO, is that it is not
> directly competing with the Suns, WAPs and NTTs of the world.
>
> Finally, I think it's important to note, BREW is not part of SpinCo.
> Consequently, BREW could be used by other CDMA chipset makers as an enabling
> platform.
>
> BREW could be big, really BIG!

------------------------------------------------

boards.fool.com
> This is a multiple gorilla market.
> QCOM is clearly already a gorilla in the 3G stack. I would put them in the
> 'network chip' category.
> Parellel to that is the 'compute chip' category. Absent a tornado, it does
> seem like ARMHY is the gorilla here.
> Above that would be the 'network hardware' category. This would include
> handset, PDA, pager and other gadgets and appliances. IMO, this level will
> produce many royalty games as the industry innovates towards the 'killer app'.
> Above that is the operating system. This is where things get interesting. Is
> there a '3G CDMA' operating system or is there a 'wireless internet appliance'
> operating system. With the announcement of BREW it looks like QCOM wants the
> former. In the latter scenario, Wind River looks positioned to be the
> appliance operating system Gorilla (noting that the only tornado in that
> market is WIND's development environment;->).
> Qualcom could make a big mistake here. If WIND is the appliance gorilla they
> will be developing a value chain of developers, tools and applications. Those
> companies will not want to support multiple platforms. In this scenario QCOM
> becomes the wireless equivalent of the Macintosh.
> Java will only be a small help because the most important apps will take
> advantage of the CDMA unique hardware/network/service features. The O/S is the
> interface to those features.
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