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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: arun gera who wrote (93123)	2/1/2001 4:00:10 PM
From: golfinvestor	Read Replies (1) \| Respond to of 152472

<Intel and Texas Instruments. What is he talking about? The competitors for Brew are only Openwave(WAP), Nokia (WAP) and NTT Docomo (i-mode). Maybe Sun Microsystems (Java.> BREW sits on top of QCOM chipset (it is not part of the chipset), therefore, Intel and TI could decide to use a different platform than BREW in their CDMA chipsets. Intel and TI could be direct competitors to Q's BREW. My understanding is browsers, such as WAP or i-mode, can run on top of BREW. JAVA also can run on top of BREW. The beauty of BREW, IMHO, is that it is not directly competing with the Suns, WAPs and NTTs of the world. Finally, I think it's important to note, BREW is not part of SpinCo. Consequently, BREW could be used by other CDMA chipset makers as an enabling platform. BREW could be big, really BIG!