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Technology Stocks : Long Term Investors' Outpost

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To: Eric L who wrote (56)	7/10/2002 1:22:04 PM
From: Lizzie Tudor	Read Replies (1) of 562

Eric L., Thanks for that great link! while Verizon's adoption of Qualcomm's BREW is another painful snub. Can I ask some bonehead questions here - Listwin implied that brew and java are applications that run on top of WAP, and therefore vz adopting brew meant very little in terms of opwv. (in the call). He then went on to use an analogy that opwv has a business model similar to BEA/weblogic. What does this mean, that brew doesn't run on top of wap- or that qualcomm is providing the application server components that they could get from opwv? If weblogic is their model I'm a little concerned because I believe bea will be cannibalized by Oracle. Still, every application developer these days knows they have to use an app server from somebody and beas is the leader. I'm not sure this wireless market is quite there... is this "platform" concept accepted by the development community do you know? Tia! L

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