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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (14355)10/16/2002 11:51:51 PM
From: damniseedemons  Read Replies (1) of 57684
 
hey gene, i'm pretty happy with the progress qcom has made. my biggest beef with them is that they were too religious about cdma2000 vs. wcdma. even tho wcdma is far far far behind (as noted in my email to you guys a few weeks ago regarding the "breakthrough" of GSM<-->wCDMA roaming), i hate seeing companies be religous about stuff -- something i learned from the msft vs. nscp/sunw/orcl days. doesn't matter if they are right or wrong, just that religion is has no place in business.

it's good to see them embracing wcdma in making chipsets for it and stuff. embrace and extend, another msft formula. in the end, cdma2000 may ultimately even win converts from europe, but it's important that qcom makes money regardless of the standard.

also good to see BREW able to run on top of j2me. sounds like great decision, but i haven't taken a technical look at it yet to determine how easy it is developed and how well it works.

btw, new phone next month:
infosync.no
makes it easy to take pics of my life and times in the LA party scene! picture messaging / MMS is going to be the long-awaited killer app for this industry .
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