The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (20854)	4/15/2007 4:26:45 PM
From: Sam Citron	Read Replies (2) of 46821

The way I look at it, Frank, is that Qualcomm is most interesting for its BREW platform for development of wireless applications. If you know of any other good stock market plays on wireless apps, please let me know. I'm pretty agnostic about CDMA. While it seems to have certain technical advantages and has been embraced in US and Korea, among other places, most of the developing countries which seem to have the fastest cell phone growth appear to embrace the royalty-free GSM standard. It's not surprising that they should be quite price sensitive. Who knows, if the price elasticity of demand is high enough, QCOM might even make more money by lowering their royalty rate. Nothing new about these royalty wars, of course, and I don't blame you for staying out of the fray. These kinds of disputes seem to be a normal cost of doing business for companies like Qualcomm, RIMM and Rambus. They happen all the time and are eventually settled, which normally tends to have a positive effect on the stock price from what I have observed. Sam [FD: long QCOM]

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