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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Cooters who wrote (31070)1/12/2003 8:18:52 PM
From: kech  Read Replies (2) | Respond to of 197145
 
The problem with the SKT example of not using BREW is that there is a national champion issue at stake where the government wants companies to support the Korean protocol. They hoped to get the China market with it but Qualcomm got Unicom to use BREW instead. Can't say the same for Sprint though there still may be some intent to reduce dependence on Qualcomm the same as in Korea.

Despite the apparent slow start of BREW and the greater number of JAVA applications, I don't really see the benefit of all those applications at Sprint. They don't seem to really be pushing them. If I go to their site, as I have done, I wouldn't even know they exist. From the point of view of a naive user, which I essentially am, I prefer the layout of the applications on the Verizon site. If BREW is in some sense responsible for that I think it is a good sign for BREW. There may be many more JAVA applications but I would be surprised to hear that they are generating much in the way of data ARPU at Sprint simply because they aren't marketing them much. Verizon at least has some things which are not ringers, games or pictures in their "get going" category. They at least are clearly preparing the user for the GPS based services like Navitime BREW that KDDI uses.