MSFT is competing in dangerous waters, considering the all IP environment of 1xEV or WCDMA does not require a stand alone operating system. Look at the disaster of PALM based PDA's. Soon, the cell phone makers will wise up and make a hot synch stand for cell phones to connect to your laptop or pc. I would be much more impressed with a laptop or pc that could deliver all of the applciations that Qualcomm's all digital version of the internet has to offer - voip, high speed internet for downloads, wireless cable, gaming, unlimited browsing. etc...
Windows is only as good as the information you put into it. It can't deliver anything in the way of real time information because there is no spectrum delivering real time video, voice, games, or news. The value of a real time, high speed access is 10 times the value of any operating system from MSFT. BREW users in Korea have increased data revenues by 400%, 9.5% across the entire base. When is the last time that XP helped any telecom company generate more revenues - NEVER!!
I would trade in a Windows XP platform for a BREW enabled 1XEV platform any day.
The success of the internet will rest directly in the always on internet connection. It is a 24/7 internet connection. I think that MSFT needs to specfically target products like Windows Media Player into cell phones like they are doing for MP3 devices and stereo equipment. They totally flake out any time they get close to wireless.
CDMA & BREW have pitted the resources of the entire world against incumbent companies like MSFT & Nokia for 3G. 10 million downloads of BREW develop kits have already been made. 200 products are at various stages of certification for gaming, location, media and entertainment. I don't see how MSFT Stinger would have any real value added for a 3G cell phone.
It is not ironic that they skipped CDMA2000 and are planning on UMTS markets to open up. They can't distinguish themselves in the food chain for CDMA2000. They will be shut out of the WCDMA market too. They have absolutely nothing to offer in wireless voice and internet access. However, I might pay $1 a month fee for a WMP BREW application on my cell phone to listen to my WMP files. |
