Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gdichaz who wrote (42735)	5/17/2001 11:47:14 AM
From: Tom Chwojko-Frank	Read Replies (2) of 54805

And BREW is a major new plus for CDMA 2000. I find BREW interesting not from a technological standpoint (it's a mediocre platform for applications), but from the carrier's point of view. I have only seen vague ideas on how European carriers will monetize 3G and retrieve their investment in spectrum and infrastructure. (I'd love to see more info on this if anyone has references.) Through BREW, Qualcomm has come out and given carriers and developers a slew of business models from which to run the applications. Each of those business models means revenue for all three parties. The carriers also gain control of the applications and services that will be run on their customers' phones. Qualcomm in turn, controls the value chain through BREW (like MS with Windows), the chipsets (like Intel with x86), and CDMA (like, well...Qualcomm). So, can any of the other mobile platforms (PocketPC, Symbian, Palm, embedded Linux) exert this kind of influence on the chain? By the way, there definitely seemed to be some agitation about that control among some of the developers at the conference. Tom CF

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next