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To: Caxton Rhodes who wrote (48862)	11/14/2001 1:26:11 AM
From: techreports	Respond to of 54805

Competition to BREW? Look guys, aps that support high data use, promote CDMA, promote Qualcomm. The higher the demand for data, the faster CDMA rolls out in whatever form. If the aps don't require high data rates, GSM/GPRS is safe for now, if high data rates are needed for the popular aps, then carriers will be pressed to move forward. It's really simple. true, as consumers become more familiar with data intensive applications, that will help drive CDMA adoption, whether it's WCDMA or CDMA2000. I still view BREW as a way for Qualcomm to differentiate their ASIC chips from others or expand their power in the wireless industry. Plus, BREW offers a decent size revenue opportunity IMO, although I wouldn't mind Qualcomm giving BREW away for free and getting nothing in return to help make BREW the standard for handsets. In the early days of the PC, Microsoft made roughly 9 dollars per PC. That is now up to 30 dollars i believe even though PC ASPs have come down. CDMA carriers should have an advantage in the data world since data takes up more than 8 times the amount of space as a voice transmission. So CDMA carriers should be able to charge cheaper prices than GPRS/EDGE carriers and put them at a major disadvantage, but it remains to be seen. qualcomm.com