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

To: Dexter Lives On who wrote (120215)	6/12/2002 3:35:05 PM
From: waitwatchwander	Read Replies (1) \| Respond to of 152472

The Battle For BREW, J2ME And Related Technologies by The Shosteck Group -10/29/2001 Which is more open and comes with less baggage? What's programming platforms got to do with cdma? What sustainable comp adv does qualcomm have in this field? Remember smart phones? Remember the Nortel "Orbiter" Java phone? Have you ever wondered why we didn't all get Java (or similar) phones five years ago when they were widely promised? There are many good reasons why phones capable of locally executable applications aren't in everyone's pocket today. For the purposes of this briefing, we are focusing on two key reasons. First, the industry needs a "standard" protocol for downloading executable applications (not messages) to mobile phones. To be acceptable to network operators, such a protocol must include a method for securing premium revenues and a method to certify the quality of applications in order to protect the network operator from liability. Second is the application execution environment and programming language. Such an environment needs to be flexible enough to allow useful applications on a variety of mobile device designs, yet protect the device against malicious programs (viruses) and bad programming practices which could unintentionally disable it. WAP was originally viewed as the method by which all content would be downloaded to mobile phones. It included a scripting language (WMLScript) which allowed minimally executable applications to be run on the mobile phone. However, it never achieved the success envisioned for it, and WAP itself was not designed to provide an execution environment for programs written in Java or other software languages. Sun stepped in aggressively with Java 2 MicroEdition (J2ME) to provide a true application execution environment for mobile devices with constrained memory, processing power, and battery life. This system, which includes both client and server, has achieved some success with phone manufacturers. However, J2ME is primarily designed to solve the technological problems of an application execution environment and does not inherently provide a business model for operators to secure premium revenues. The latter problem is left to the operators and their integration partners to solve. Openwave may provide an ideal partner to J2ME. The descendant of Phone.Com and Software.Com, Openwave has developed a "Download Fun" system which includes a protocol for uniformly downloading content and applications to mobile phones, an associated client for phones, and a server product. It is intended to align with an existing application execution environment such as J2ME. Openwave has a strong relationship among GSM network operators as a result of its WAP development work, and has secured a place within the GSM Association's "M-Services" initiative by agreeing to give the Association members royalty-free use of the protocol. The client software is also free to manufacturers. Qualcomm has also entered the market with Binary Runtime Environment for Wireless (BREW). BREW encompasses both an application execution environment based on C++ and a business model for certifying, downloading, and charging for premium content. The model calls for Qualcomm or an established third party to guarantee the quality of applications with unique encrypted certification codes. As with Openwave's Download Fun, this would allow network operators to maintain control over premium content and profit by it. It remains to be seen whether the Qualcomm model will be market-acceptable. In particular, doubts have been cast on Qualcomm's proposed split of application download revenues. The operator would charge a marked-up "retail" price to consumers. Despite this cloud, it is clear that Qualcomm has the advantage of an unencumbered distribution channel. Qualcomm can embed BREW into the chips which it already sells to manufacturers of CDMA phones, and indeed intends to do so, at no additional cost to the component buyers. This will quickly ensure that BREW technology is built into CDMA phones and in the future into Qualcomm's multi-mode chips which will include GPRS and UMTS as well as CDMA2000. This battle will play out on several levels, including political, marketing, and technology. Though all are technically "agnostic" of RF standards, political factors will be predominant. Openwave has strength in GSM, and Qualcomm has strength in CDMA. Crossing beyond their traditional markets will be crucial for both companies. Sun has customers among network operators but they have traditionally bought hardware infrastructure and so this has not been as reliable a channel for adoption of Java technology. All three companies stress that their technology can cooperate with the others -- a marketing ploy designed to defuse the appearance of an "either/or" decision. No one wants a repeat of the RF technology battles of the 2G era, and yet it is impractical for all three companies to succeed in such nearly overlapping spaces. A clash is inevitable. Most importantly, this is a battle of titans. None should be underestimated. Any method to achieve their goals, including influencing standards bodies, using antitrust or copyright laws against competitors, or strategic investment, is considered fair play. The strength of the companies involved means that efforts sponsored solely by the phone manufacturers (Motorola, Nokia, Siemens, Ericsson, et al) and second-tier software companies to build industry standards in this arena are likely to be ineffective. Symbian, in particular, is badly positioned for this both from a technological and market standpoint. Even broadly-supported standards from independent standards bodies face a challenge, because they are unlikely to include a complete business model for network operators, and generally lack momentum. Sun has had the advantage of being first to market but has wrestled to overcome the techno-centric approach of Java and demonstrate to network operators and phone manufacturers that there is a clear profit opportunity in J2ME. This gives the operator little incentive to promote Java phones other than as a new-subscriber marketing tool. Sony's Java phones in Japan have been fraught with troubles and an expensive recall. Concerns over malicious content have further dampened enthusiasm for Java phones. Java needs Download Fun, BREW, or another similar platform to make it a complete solution for network operators. Ironically, the actual technology capabilities of each of these technologies are far less important. All are assumed to function at some level, and as has been demonstrated many times, a fairly weak technology can achieve standardization over a "better" one. Those which are weak technically but emerge strong politically can usually find allies and evolutionary paths to bolster their case. We will continue to watch this platform war carefully as the market matures. The Shosteck Group Tel: 1 301 589 2259 Fax: 1 301 588 3311 e-mail: jzweig@shosteck.com Copyright Herschel Shosteck Associates, Ltd. kvmworld.com

To: Dexter Lives On who wrote (120215)	6/12/2002 3:37:38 PM
From: golfinvestor	Read Replies (1) \| Respond to of 152472

<What sustainable comp adv does qualcomm have in this field?!> That same question was asked more times than I'd like to remember about CDMA's competitive advantage vs. GSM. Ask KTF, VZ and KDDI why they decided to go with brew. The simple answer is it's here, it works and the carriers and developers are happy with the product. Based on the number of downloads on the KTF network, the customer appears to be satisfied with the apps download via brew. All JMHO, Golf

To: Dexter Lives On who wrote (120215)	6/18/2002 5:49:29 PM
From: waitwatchwander	Respond to of 152472

DoOnGo Technologies Demonstrates DeltaUpgrade, the World's Most Advanced and Efficient Over-the-Air Upgrade Software, Live at CommunicAsia 2002 [Funded by Intel, Supplier to NEC] hoovnews.hoovers.com June 18, 2002 9:30am SANTA CLARA, Calif.--(BUSINESS WIRE)--June 18, 2002-- DeltaUpgrade Maintains Embedded Software Components On Mobile Phones Over-the-Air DoOnGo Technologies Inc., a Silicon Valley based wireless infrastructure software company, is demonstrating live at CommunicAsia 2002 the over-the-air remote software maintenance of its DeltaUpgrade™ product. DoOnGo provides an end-to-end intelligent software management and application provisioning solution to wireless network operators and mobile device manufacturers. DoOnGo's product suite is the world's most advanced and sophisticated product line that is carrier grade and being deployed today for over-the-air software update needs. DeltaUpgrade is an over-the-air software maintenance and upgrade system. It enables wireless carriers to conveniently and continuously provide the latest upgrade of new features, services and bug fixes to all users. With DeltaUpgrade, mobile phones can be upgraded anywhere, anytime all while the device is running. This means all types of embedded software including the RTOS, software libraries, drivers and embedded applications can be updated and upgraded efficiently and seamlessly over-the-air. "Building upon the success of DoOnGo's first generation product release of DeltaRewrite in Japan, we are excited to demonstrate DeltaUpgrade, DoOnGo's over-the-air provisioning and upgrade solution. People all around the world are beginning to use mobile phones in very different ways than they have in the past. New features, applications and services are continuously becoming available and users want access to new software. DoOnGo's DeltaUpgrade software management system allows these next generation mobile phones to adapt to the varying needs of mobile users. It is a great pleasure for us to be able to share with the public in Singapore for the first time what over-the-air software management can do for them," said Steve Artim, CEO and co-founder of DoOnGo Technologies, Inc. About DoOnGo Technologies, Inc. DoOnGo is a rapidly growing wireless infrastructure software company, providing an end-to-end intelligent software management and application provisioning solution to wireless network operators and mobile device manufacturers. DoOnGo has become a leading provider of infrastructure software products and services for wireless Internet access in the global market. DoOnGo is a privately held company located in Santa Clara, Calif. For more information, please visit DoOnGo's home page at doongo.com or visit us at CommunicAsia 2002, in Singapore between June 18 and 21 at our stand 6D3-07, in Hall 6. --30--nj/sf* CONTACT: DoOnGo Technologies, Inc. Brenda Eberly, 408/331-7025 beberly@DoOnGo.com doongo.com