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Author: NozRydr Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 47834  
Subject: Re: Launchs new cloud service in Europe Date: 11/13/2012 9:35 AM
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This is a natural evolution of Qualcomm's business solutions from closed loop Satcom service to more open, lower cost, hardware and comm system agnostic services.

You can trace a dotted line from Qualcomm's first profitable business in Omnitracs, to this cloud based medical communications service. QCOM started with an end to end transportation industry communication using Ku-band satellites. Then they were able to open up to lower cost hardware solutions that took advantage of other networks. e.g. Communication and tracking equipment products like Omni2000 and Globaltracs came in.

At some point the Qualcomm network picked up medical tracking device customers like Cardionet, and then later provided background network services for Kindle. The early Omnitrac systems relied heavily on Qualcomm's network hubs. That's expensive. The growth of cellular and the internet allows them to move products and services onto lower cost solutions and into bigger niche data markets.
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