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: Tom Chwojko-Frank who wrote (42736)	5/24/2001 1:49:20 PM
From: Eric L	Read Replies (2) of 54805

Tom, re: QCOM BREW - A very comprehensive article by EMC Cellular << I find BREW interesting not from a technological standpoint (it's a mediocre platform for applications), but from the carrier's point of view. >> One of the most comprehensive articles I've read on BREW here: Message 15848376 I've asked Slacker711 who attended the recent developers conference to comment on its objectivity - given the source. EMC Cellular is very tied (contractually) to GSMA, but I generally find them pretty objective. << 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.) >> I do not have a slew of references but there was a rather positive (which is unusual) but very general view expressed in an article I clipped earlier today, about the 3G picture being less gloomy than some predict. Message 15847873 A ways back I clipped a whole series of more specific links to the Nokia thread to the role of applications development in the success of GPRS. I'll try to find them. Yesterday I did a 2nd listen to the Nokia CEO Roadshow (actually a first listen to the 2nd roadshow). If I heard Jorma Ollila correctly he said that Nokia has 400,000 registered Nokia developers in Nokia Forum. I intend to go back and verify that number is indeed what he stated. Regardless, Jorma made several points about the importance of the developer community ... and of course, likewise this holds for QUALCOMM and BREW. I happen to believe that Java (Java SIM, Java Phone) is going to be very important in the world of wireless mobile data (Nokia does too) and I am glad that BREW is complementary to it. Someone here (the good Uncle ?) asked a bit back if / how SUNW is making money on Java. I'd appreciate if someone might comment. Back to Nokia or a moment: Roadshow slides and webcasts are here. You might be interested in the portions dealing with the software and middleware side of things: nokia.com << 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. >> Looks like Nokia has a platform that will (potentially) make money for them and the carriers and the Club Nokia e-business thing could also do the same, Different approach but of course Nokia are in different businesses. << agitation about that control among some of the developers at the conference >> Potentially the same with Club Nokia. Developers v. Carrier v. Nokia. - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next