Don Jones: Vitality GlowCap is Kindle-izing eHealth. It drives a race for which M2M device can ramp drug compliance first+fastest. #yg

Qualcomm’s Don Jones: the value prop for M2M is on the app services side, not connectivity ARPU. Example: Airstrip eHealth monitoring. #yg

Just saw the Qualcomm MDM9600 description, and it sounds like an ideal part to support LTE/HSPA+/CMDA in iPhone 5. Delivery late 2010. #yg

Attending Analyst Summit at Torey Pines in La Jolla, CA. The R&D presentations have echoes of my pre-analyst career at BBN. #yg