Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.54

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12:55 PM EST

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To: JGoren who wrote (25616)	3/31/1999 3:26:00 AM
From: Ingenious	Read Replies (2) of 152472

Handheld mantra: CHEAP SMALL FAST AND OPEN ! This will be a new ballgame that Microsoft will not be able to compete in. They have no lock on the handheld market since there is no install base for them to leverage upon. In the embedded/handheld space, WinCE has been a complete flop. No one wants to buy these devices and the manufactures have come to realize that dealing with Microsoft is a necesssary evil to avoid at all costs. It is likely that the next wave of handhelds will be based on the cheapest (read: FREE!) OS available that does the job. This could be a cut down version of Linux, Qnix, ISI (Intergrated Systems Inc.), or a host of any others. On top of the OS will run a cut down Java Virtual Machine. This will be the equalizer amoung the cell phone mfgs. The JVM will allow people to transmit data and software as attachments to email and start running them right away. Applications, not OSes, will be the next big thing for handhelds. My prediction is that Q! will do well with the Palm but will flop trying to boot strap WinCE. Probably Microsoft will scare all the people away with their business practices.

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