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

To: Dexter Lives On who wrote (120219)	6/12/2002 4:05:32 PM
From: golfinvestor	Respond to of 152472

<As for including the BREW capability in their chipsets, I think the feds' anti-trust lawyers would be sharpening their pencils over that...> Has Q said they are against licensing brew to other licensed CDMA manufacturers to put on their chipsets? If so, I've missed something. <This doesn't answer the question of sustainable competitive advantage> I think the article Northforce posted, "The Battle For BREW, J2ME And Related Technologies" (even given the fact it is an old article) best answers your question. The point made in the article, "It remains to be seen whether the Qualcomm model will be market-acceptable.", will take time to answer. The early returns for brew look good so far, considering the brew business has been in existence for about a year and a half now. All JMHO, Golf

To: Dexter Lives On who wrote (120219)	6/12/2002 4:09:35 PM
From: w0z	Read Replies (1) \| Respond to of 152472

This doesn't answer the question of sustainable competitive advantage. Isn't QCOM's sustainable competitive advantage CDMA (and Q's IP portfolio)? CDMA being the most spectrum-efficient and power-efficient means means for achieving high data rates? I think BREW is just a means to stimulate more data usage which should drive more CDMA business. I've never viewed it as an end product as much as a facilitator of data-based applications where CDMA naturally excels over other schemes.