Seybold is still bullish on the long-term prospects of Qualcomm (nasdaq: QCOM - news - people ), which has made progress penetrating the European mobile phone market with its code division multiple access wireless technology.

FORBES: Magazine Article

He said Dell's customers are telling the company they prefer the idea of mobile Internet access via wireless notebook computers, using technology such as the Bluetooth and 802.11 standards as well as emerging wireless telecommunications technology such as GPRS (General Packet Radio Service), wideband CDMA (Code Division Multiple Access) and UMTS (Universal Mobile Telecommunications System).

CNN: Dell: PCs, servers, storage to remain growth areas