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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: Jim Mullens who wrote (31052)1/12/2003 3:38:55 PM
From: gdichaz  Read Replies (3) of 197156
 
Jim: Respect. Much appreciate your approach to looking ahead. Whether the possibilities you examine will happen and in what order if they do is a useful discussion IMO.

For me there are really two key factors to watch to judge Qualcomm's future - 1x Ev-Do adoption and BREW acceptance.

BREW is such a huge benefit to any operator that it continues to amaze me that Sprint misses its advantages. Since stupidity seems unlikely, the question remains why avoid what would seem to be a win/win for Sprint PCS. Is it that Sprint management is so hidebound and old wireline that the flow of blood to the collective brains of management is clogged, or what? A puzzlement.

Then the fun is that 1x Ev-Do saves the operator money - straight, simple, clear. So why not use it? Hmmmmm?

And the nonsense about "killer ap" is shown for the nonsense it is if 1x Ev-Do is used so that a wide variety of so called "killer aps" can be run at minimum cost.

(And of course with BREW to increase the supply and variety of "killer aps" from its clear incentives to application developers and its over the air delivery for BREW and Java apps both, there really is no excuse for failure to adopt 1x Ev-Do combined with BREW as an exponential win/win - but only my view as a long time observer).

Fortunately Asia will give us a way to see the BREW/1x Ev-Do combination this year in Korea and Japan at a minimum, and China probably. Let's watch and see. (Perhaps even Verizon and Sprint will notice too and even act !)

Best.

Chaz
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