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Do you know if it is the only extension? If not, could it too, go the way of EV-EV? TIA.
I guess act one was the share buy-back. Wonder how their EPS would have looked with an added 340 million shares to divide by? Did currency changes add to it as well?
I thougt it was Nortel or LU who was involved in the Finnish trial. I could be wrong though.
"Qualcomm and Ericsson also take part in the 3G Patent Platform which has come out of the UMTS (Universal Mobile Telecommunications System) IPR working group, which was formed in February 1998 (see box) to handle the IPR concerns highlighted by standards bodies. The Platform establishes a voluntary, low cost but fair arrangement for evaluating, certifying and licensing essential patents for 3G systems. The group has agreed that the maximum cumulative royalty covering 3G essential patents in each of the product categories terminals, infrastructure, test equipment and others should be 5% of ex-works sales. The standard royalty rate for each essential patent licensed should be 0.1% of ex-works sales. The licences are to be global."
How does this reconcile with the NOK proposed 5% cap?
Do they mean essential as in Q's contribution?
Hey Punky Brewster you will be proved wrong yet again. How come IDCC is still fighting NOK over 2G when we are in the era of 3G. I know, I know, IDCC has the goods. They may have a bag full, but, I suspect it is a bag full of crap. Now kindly go away. The future is Q's and you bet on the wrong horse. I suggest you get over it and let the healing begin.
I think this matter should be viewed more in line with NOK's goals. Over on the SI mod board there is an article stating the JV would have a market share of 20.6% wich is the same as Samsungs which is the market leader. It also states that it is a global maket share and that there is room to grow in NA. Okay then, it seems that NOK's goal is to creat a JV with a starting off point in MS that it can grow to equal their MS in GSM. Recent articles stated GSM would taper off over the next two years. I believe it was stated that Q is making low end chips for NOK in India. They also are using ODM's to secure EV-DO phones with Q chips. Given that it seems natural that the JV would use Q chips. But lets forget that and try and figure out what NOK is doing for NOK's own interest. Is this part of the stategy to maintain MS through a generational transition?
If you all would excuse me for a moment.
YOU STUPID IDIOT WHAT WERE YOU THINKING. DAMN IT SHE IS RIGHT I AM AN IDIOT.
Okay I'm confused now. Better go play poker.
What if? Anyone care to speculate?
"The January 13, 2005 order is also binding upon anyone in active concert or participation with Maxim who receives actual notice of the order. The court ordered Maxim to deliver a copy of the injunction order to the chief executive officer and relevant division managers of each of Maxim’s CDMA radio frequency component customers. A copy of the injunction may be viewed at www.qualcomm.com."
What's up with this? Found it over at Q's home page.
"SAN DIEGO — JANUARY 18, 2005 — QUALCOMM Incorporated (Nasdaq: QCOM), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, reported that the United States District Court in San Diego has issued a preliminary injunction prohibiting Maxim Integrated Products, Inc. from any “current and future acts misappropriating trade secrets of QUALCOMM.” The court found that QUALCOMM “has shown a course of past conduct by Maxim that is predatory, wrongful and in violation of the laws of the State of California.” Under California law, misappropriation consists of the acquisition, disclosure or use of the trade secrets of another, including the development or sale of products that contain or benefit from any misappropriated trade secrets. Although the Court denied QUALCOMM’s additional request for a further injunction barring Maxim’s sale of two specific chip lines for a year, Maxim’s sale of integrated circuits or any other products found to contain or benefit from any of the QUALCOMM trade secrets misappropriated by Maxim would violate the injunction. "
Can someone please help me out here? We are not in the second quarter of 2006. I understand that we are in Q's second quarter. I can see Q putting it in the second quarter but not Maxim.
If this is so then why do recent acticles say that HSDPA is needed in order to compete with EV-DO? What should those 49 million be compared to? Also, why is it that Europeans find what is forced upon them to be popular?
“Subscribers to services on high-speed networks should double in 2006, according to Strategy Analytics. It estimates that by the end of last year, 49 million high-speed wireless customers used services based on the W- CDMA standard, which is popular in Europe.There were about 26 million subscribers for services based on another high-speed wireless technology EV-DO, which is offered in parts of Asia and by some U.S. service providers, the report said.”
Yes, yes, true enough. However, now that 12/31/05 has passed all patents applied for from here on out are no longer accessable to TI. This book is good both chapter and verse.
So they have to cover legal fees as well? If they appeal could a higher court, in a perterbed manner triple the award?
Question from a Q lurker.
With respect to Q's suit against NOK, does anyone think that if true the use of Q's IPR outside of CDMA would constitute grounds to revoke NOK's license? It seems to me that using IPR of Q's to compete with CDMA (EDGE,GPRS) would have to be grounds. They did try to revoke TI's over a disclosure right? I have to assume that direct competition with the product is more offensive than a disclosure. Time to revoke.
Next question. I have heard all to long that someday Q's patents would expire and therefore the game would be over. However, if the above is true and NOK could not work around the patents to compete (EDGE, GPRS) does that not indicate that the patents that resulted are therefore essential too? They would not be so stupid as to infringe unnecessarily would they? I will assume that because they were the result of EV-DO development they are therefore of more recent origin.
Next one. The recent request by T-Mobil, VOD, and I think O2 with respect to patent trolls (GSM add-on patents) although seemingly negative to Q it is curious to me that they are the ones agressively deploying HSDPA wich according to Q is a result of lessons learned in DO.
So it seems to me that what has been happening is that when WCDMA was adopted it was nothing more than an attempt by the Cabal to wrest control of the technology roadmap away from Q. I see this in the EV-DV proposal. If so what does this mean with respect to EMP's and TI's "roadmap"? Is it catch up time? Are they zagging while Q is zigging? I think their relative market shares are poised to assume the trading volatility of Q.
I have my tickets for the show. Poor PJ-PJ will be out back in the alley getting rained on. Maybe I'll leave him the program, unless it's autographed of course.
Thank you for saving me the time.
regarding royalty discounts.
How can NOK complain of chipset sale royalty discounts yet have a volume discount provision with IDCC? One would think that to a small handset player that would be "unfair and discriminating."
Thanks.
I heard shortly after leaving there (1988) that the Church was torn down and replaced by a Bradly training course. What units were you with? I was with the 25th ID, 2ID, and briefly with the 10Mtn Div before I ETS'ed.
Ahh Benning. I think we were one of the last groups to go though Harmony Church. Got to love the old WW2 barracks.
No offense intended but with your posts I honestly don't know.
What would have happened if you had just bought and held?
What I meant was that now that Q has more votes I can see the Cabal suggesting a change to the way votes are determined.
"Heavy with the votes?" I guess this would be another area in which they may try to block. Can you see them proposing to change the voting system?
Iron,
Do you know if anyone on this board has ever added up the total CDMA earnings of all the licensee's to see what Q's percentage share is? TIA Rag.
I for one am darn glad they finally put this rather divisive issue behind us. I guess now the world can get back to important things like banning the word email even though mail comes from an old Norman word.
To think that Europeans call Americans stupid.
You may want to try reading post 129204 over on the IDCC board.
My guess is at the time GSM450 was considered a threat to the existing order in Europe. That is, the existing GSM carriers did not want increased competition from the NMT companies.
Fastforward to 2005 with Qcom pushing CDMA450 combined with the new growth areas in the developing world and it's time to pull GSM450 off the shelf, dust it off, repackage it, and spit in Q's eye.
Just my two cents for two seconds of thought.
Thanks for looking I guess we shall see.
Data or Jim please comment on the following article posted in the FT yesterday on page 18.
What is the chance that TD-SCDMA is involved and if so how?
"Warburg Pincus, the world's second biggest buy-out company, has served notice on Datang Telecom Technology that it might sue it for missing a deadline to complete the sale of stake in its unit. Shanghai-based Datang Telecom said in a statement to the city's stock exchange that it received a fax from Warburg's lawyers on August 22. In June 2004, Warburg agreed to buy 30 percent of Datang Microelectronics. Under terms, the company would pay Datang Telecom $70m for shares in the unit and bonds convertible into stock in Datang Telecom (Holding)Ltd. When fully converted, Warburg would hold 38.65 percent of Datang Telecom (Holdings), the investment arm that owns 90 percent of the microelectronic unit. Datang Telecom (Holdings) issued $28.43m of convertible bonds to Warburg in July 2004 and failed to issue the remaining $41.57m worth of the bonds by June 30, which would have completed the sale. Warburg wants to recover the $28.43m and cover legal costs. Bloomberg"
Thanks,
Rag
IDCC is still fighting over 2G. Real solid company you got there punkie. It's a little amusing that you have to come over to this board to learn about what is happening in wireless.
Has anyone read the article in the Financial Times from July 29, 2005? Page eighteen has an article on 3G rumors. It begins by saying, "Investors in Chinese telecommunications stocks have been bitting their nails this week as they await the dawning of Monday, August 1, when, according to a barage of internet-fuelled rumours, Beijing will announce a major restructuring of the sector." Actually that issue had quite a few interesting reads.
Yes indeed, the future is much more interesting than fighting over 2G's past.
But no cash in the transaction.
So QCOM charges more and gets paid. What's not to like. I can only surmise that their IPR is the one and only "essential" IPR.
Thank you.
Rich, thanks for the comments.
What is the chance this is related to the display company that Q bought?
DATA - Thanks for the response. I don't think this will end my dispute with my dad though. You were supposed to be the sage. I agree that chipset royalty's may not be the most important but at $20 a chipset and future sales in the hundreds of millions I would take the added dough. Thank you again.
DATA- Please comment:
I would please like your thoughts on this topic related to post #14051
"With the increasing popularity of BREW, many other chip makers will also be forced to enable their chips to support the platform.
That means chip makers will also pay patent fees to Qualcomm."
It is my understanding that the Q/TI cross licensing agreement is for CDMA, and, or other radio patents. Considering that BREW is not a CDMA patent based tech how do you think the above mentioned quote will affect TXN and their "royalty free" agreement? Will QCOM give away apples only to collect on oranges? TIA.