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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Pierre who wrote (28012)9/19/2001 1:19:04 PM
From: Rich1  Read Replies (1) | Respond to of 30051
 
BRCM april low close also...



To: Pierre who wrote (28012)9/19/2001 1:19:54 PM
From: Frederick Langford  Respond to of 30051
 
Some Developers Embrace Qualcomm's Brew
SEPTEMBER 19, 2001
Sep 17, 2001 03:54 AM, InfoWorld.com via NewsEdge Corporation : Although the
Java programming language has already made significant inroads in the mobile
phone space, Qualcomm claims its competing Brew technology is now primed to
make its move as well, giving end users access to new types of applications on
their cellular phones. In a sign of growing support for Brew, a number of
third-party developers showed up at an industry event this week to show off
applications for the technology.

Both Brew (Binary Runtime Environment for Wireless) and the compact version of
Java known as J2ME(Java 2 Micro Edition) should give software developers better
platforms for developing gaming applications and other types of complex
programs for cellular phones. Nokia and other manufacturers are already making
Java-enabled handsets, and large mobile operators including NTT DoCoMo and
Nextel Communications are selling Java-enabled handsets.

Even though Java is thriving and Brew is just taking off, Qualcomm did receive
plenty of developer support at this week's CTIA (Cellular Telecommunications &
Internet Association) event held here, and officials outlined a Brew strategy that
differs somewhat from the strategies used with Java.

Operators such as Verizon Wireless, Korea Telecom Freetel (KT Freetel), and
Japan's KDDI are working with Qualcomm on pushing Brew technology forward,
with trials currently being conducted in Korea and just getting under way with
Verizon in the U.S., said Rob Chandhok, senior director of business development
at Qualcomm.

Along with the operators, application developers including OmniSky, Togabi
Technologies and Visto demonstrated new applications built around Brew.
OmniSky showcased its Hollywood.com program that helps users find times,
locations and reviews of movies on a cellular phone. On the multimedia front,
Togabi showed a streaming media player that allows users to run audio and
video clips on handsets. Visto took the wraps off a Brew-based messaging
application that could allow corporate users to access and manage their e-mail
accounts and contacts via a cellular phone, according to a statement.

"We made a serious effort with Brew to add in a business model that works for
developers." Chandhok said.

Qualcomm helps carriers set up systems for managing the downloads of Brew
applications onto devices, including a billing system that tracks how many times
an application is downloaded and how much the developer should receive as
payment for their software. In many cases, a Brew developer will receive 80
percent of the revenue generated when a consumer pays for an application, with
the carriers taking the other 20 percent, Chandhok said.

Brew has an arguably tighter relationship with processors inside of handsets than
does J2ME, as it sits between the system software of the processors and an
application. To run a Java-based application, users need to have a program
known as a JVM (Java Virtual Machine) installed on the device. The close link
between Brew and the chips in devices could make applications such as games
run faster than similar applications written for the notoriously slow Java,
Chandhok said.

Although Brew currently only runs on Qualcomm chipsets using CDMA (Code
Division Multiple Access) technology, manufacturers are expected to support Brew
on both CDMA and non-CDMA chipsets in the near future, Chandhok said.

Brew developers must also receive certification from Qualcomm for their
applications, which Qualcomm says adds a layer of security for the end user. In
the Java model, users could download any compatible application put out by
developers on the Web. While this approach does grant a fair amount of
freedom to developers and users, Chandhok claims it could create security risks
if a developer put out a malicious piece of code.

"We always know the identity of the developers who have written the code on a
device and can recall the applications over our network if there is a problem,"
Chandhok said.

A study put out in July by ResearchPortal.com points to Java's current success but
claims that Brew could well pull ahead over the next couple of years.

"Java has been around much longer than Brew, giving it a built-in familiarity and
developer base that will cause it to be used more in the near term,"
ResearchPortal said in the report. "However, the advantages of familiarity will be
relatively short lived, as research suggests that Brew will be . . . more compelling
for use in the next-generation mobile phones, allowing it to outstrip
Java-enabled devices by 2003."

Ashlee Vance is a San Francisco-based reporter at IDG News Service, an
InfoWorld affiliate.

Copyright (c) 2000 InfoWorld Media Group, Inc. InfoWorld.com is a member of
IDG.net

<<InfoWorld.com



To: Pierre who wrote (28012)9/19/2001 1:28:53 PM
From: thesilenttype  Read Replies (1) | Respond to of 30051
 
Calling bottoms is tough Pierre.That doesn't stop every analyst from doing it though.The attack has screwed up all indicators(VIX,VXN) so I think MSFT @$50 is as good a guess as anything.