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

To: techlvr who wrote (111928)	1/30/2002 5:43:47 PM
From: Keith Feral	Respond to of 152472

BREW is the most unappreciated aspect to Qualcomm. There are significant difference between Qualcomm as a chip maker for 2G CMDAONE and their present position. Today, ASIC designs include value added features for voice, broadband, and television. BREW applications include revenues for direct connect (nextel) and multipack services (ktf). They receive a percentage of the revenues from these user applications. There is a boatload of new gaming titles as companies like Sega and Mattel release games for wireless. Lastly, Qualcomm still has the royalty stream from the sale of the equipment - CDMA enabled handsets, pda's, aircards, and other devices. I think the market for aircards deserves a newfound respect. If I can stream cable to my laptop of pc with a flatscreen monitor, I can watch whatever tv programs that I want. Now, there is a legitimate reason to have a cell phone number and a aircard account. One for mobile applications and the other for home services like broadband and cable. The great thing about CDMA2000 is that the residential applications are fully mobile. I would be willing to pay for a seperate aircard for my house if it could deliver broadband and cable.