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

To: engineer who wrote (109362)	12/7/2001 10:54:34 PM
From: JohnG	Respond to of 152472

With QCOM ASICS supporting 1) Brew apps written in C/C++ 2) HP Java and IBM Java residing on Brew, 3) Blue tooth, 4) 802.11 it appears to me that options to connect cell phones to other devices, internet and other networks are quite unlimited. An 802.11 business model may well be demanded by corporate users -- in which case, a public 802.11 business model could piggy back on top of the corporate model and privately developed apps in this public model can piggyback on top of corporate apps. Thus, Sprint and Verizon cannot claim that good apps do not exist because the 802.11 apps will demonstrate conclusively that they do. Thus, there will be a pressure or competition for Sprint and Verizon to supply equivalent apps AND BREW is the fastest way to get developers to work on excellent apps. Othewise, it will be transparent that Sprint and Verizon are both stopping progress and losing current revenues. Also, they will be ceeding the royalties and intellectual property for such apps to Asians and others who get there first -- a possibility that will piss off everybody. The Blue tooth apps are likely to be demanded by various corp OEMS for which creation of such an interface creates value. Sprint, Verizon and others will have to support them or go to war with the rest of the electronics industry. Java apps could become important if some developer gets lucky with a winner Java App. In summary, QCOM has opened up the ASICS to support such a variey of software and wireless interfaces that Sprint and Verizon are likely to find very important customers telling them what to do. Failure to comply will both piss customers off and result in loss of revenue.