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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 180.72-0.1%9:30 AM EST
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To: Dexter Lives On who wrote (120219)6/12/2002 4:09:35 PM
From: w0z  Read Replies (1) of 152472
 
This doesn't answer the question of sustainable competitive advantage.

Isn't QCOM's sustainable competitive advantage CDMA (and Q's IP portfolio)? CDMA being the most spectrum-efficient and power-efficient means means for achieving high data rates? I think BREW is just a means to stimulate more data usage which should drive more CDMA business. I've never viewed it as an end product as much as a facilitator of data-based applications where CDMA naturally excels over other schemes.
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