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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (10903)	5/24/2001 1:57:39 PM
From: slacker711	Read Replies (1) \| Respond to of 196986

I think the following two passages will end up being the primary reasons for BREW's success. The sector of the industry that can really push BREW is the operators. If an operator wishes to use BREW and the associated applications, it is in a position to exert pressure on its vendors to supply enabled devices. snip The expense for the operator could be considered to be minimal. All it need do is introduce a billing system and an application server. I think we all know that Verizon could promote an alternate data sceme and be successful with it (as PCS appears to be trying).....but what would a smaller operator like Alltel or Pegaso do? This seems to be a no lose alternative for operators to drive data on their networks. If it is unsuccessful they will have lost very little financially in the process. The handset operators (except for Nokia) are also relatively immune from downside (unless BREW causes handsets to crash). The combination of these two factors would seem to insure that developers will attempt to create applications for BREW. I'm not sure that developers will have much choice....especially considering the number of POP's that are represented by the operators that have already signed on. The other criticism appears to be that BREW will be unlikely to find success in the GSM/W-CDMA markets. Personally if BREW can do well in the current CDMA markets, I would consider it a success. I'm not sure that Qualcomm will have the value chain in W-CDMA markets to promote BREW. Look at what it took NTT Docomo to get i-mode accepted....probably upwards of $20 Billion. Slacker