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Sounds like TDS-CDMA is slowly fading away.
0.01 % sounds like a fair royalty rate based upon the number of necessary patents
The best thing they did in the last year was getting rid of Howard.
0.01 % sounds like a fair royalty rate based upon the number of neccessary patents
IDCC = sue for $millions, settle
for pennies.
RE: Philips to bridge GSM-CDMA gap
Anything that accelearates the switch from GSM to CDMA will make the world a better place/
Between 0.01 and 0.05% is my guess of the settlement with NOK
"AT&T Sees WiMAX As Business Tool "
Right, didn't they develop TDMA and then switch to GSM.
"The company lowered its global WCDMA/CDMA handset shipments estimate, projecting 208-218m units in 2005 compared to earlier estimates of 218-228m. "
I remember a few years ago the total CDMA chipset sales were only 100 million a year. Doubling the sales and royalty numbers in a few years is good to me.
CDMA growth.
From what I have seen, many CDMA subscribers are unreported by their carriers. 3gtoday.com is an example.
As an opposite, I hear many GSM subscribers are counted two or more times to inflate the total GSM subscriber number.
IDCC Koolaiders.
When is this stock gonna do something ?
Qualcomm
RE: << That other answer could be.."Ta Daah!"... QCOM agreed to back down and accept what Nokia was willing to pay them for W-CDMA.
I'm thinking that when the Nokia wolf came huffing and puffing at QCOM's 3G W-CDMA door, all those media pretenses about "WE have it ALL in CDMA" were not much comfort. >>
Most people think it was the other way around. NOK had to kiss QCOM's butt to get the technology. If you read the press releases, NOK pays the same royalty rate for 3G CDMA as they did for 2G CDMA.
NOK had their back to the wall. Either sign and pay, or don't sign and fall behind as a 3G handset manufacturer. Either way QCOM could push CDMA2000 or WCDMA, with all the other handset manfacturers'.
Re: Verizon Wireless to introduce '3G'
<< IS VERIZON AN IDCC LICENSEE? IF NOT, SHOULD THEY BE? >
No, and why should they be ? Wireless operators do not need IPR to operate a system composed of components bought from IPR licensees.
IDCC licenses are limited to a few Japanese companies that somehow actually thought they needed it for their old technology.
Do not hold your breath for any new licensees.
RE: JIM MELE, EDITOR IN CHIEF, 12.31.04, 10:39 AM ET
Another article full of incorrect items. Jim needs to do a little research before he publishes his work.
RE: Samsung Electronics decided to resume the sales of handsets featuring CDMA chipset developed on its own while cutting handset prices drastically in order to strengthen its presence in India.
QCOM needs to resolve the chip shortage problem. I am hoping by Feb-2005, the shortage will be taken care of.
RE: I don't want to dampen that enthusiasm,
I am counting on WCDMA taking off in Europe, when 350 million European GSM users switch to WCDMA.
The GSM licenses are EXPIRING.
RE: What's the best guess for QCOM stock price in 1-2 years?
$50 EOY04
$100 EOY05
$200 EOY06
Basically an EASY double every 12 months.
RE: from a tech challenged person
IDCC "believes" it has essential 3G IPR. A few companies in Japan have joined the IDCC bandwagon because they needed some IDCC IPR for their local Japan only 2G wireless system and the agreements have rolled over into 3G.
Others are leary and don't want to join or don't want to pay, ie NOK.
RE: "2. The article failed to emphasize that even without Qualcomm making its goal of 50% market share of chips, it will get virtually 100% of royalties either from the chip sale itself, or the sale of the phone, or both. "
The way I look at it, QCOM still remains a secret from most investors. THis gives the lucky few smart enough to invest now a chance to buy at reduced prices. I anticipate another QCOM runup as in late 1999, when the entire investing world realizes QCOM has the 3G wireless market wrapped up.
So if you can wait, you will do well. But for the short term, the stock price is lagging where it should be.
RE: A discussion of the FCC-Nextel Deal,
The upside is Nextel might change to CDMA2000. Yeehawwwwww
Re: Too late. QCOM already has signed everyone
Jeff,
Good to see at least one of the IDCCers has correctly identified QCOM as having signed contracts and IDCC still praying for signed contracts.
Re: CNBS Folks
They have been clueless for the last 3 years constantly asking how QCOM's handest business is doing.
It has always been best to watch CNBC with the sound OFF.
RE: Spreadturn, The fabless design company was started by Chinese entrepreneurs in 2001 with headquarters in Sunnyvale, California: its second product, a TD-SCDMA chipset is due to appear in phones by the end of the year
I am glad to see they are in the USA just in case QCOM needs to sue them for patent infringement.
Re: CDMA 1X Helps KDDI Double 2003 Earnings
Now if we can get about half of the 43 million PDC users to move to CDMA2000, we would be doing very well in Japan.
RE: KDDI "AU" and WIN v. DoCoMo FOMA
At the rate KDDI is adding subscribers, it will only be a few years before they are the largest wireless operator in Japan.
I am sure, KDDI is EXTREMELY happy with their increased market share due to CDMA2000.
RE: Has Qualcomm's Time Come?
Yes, since they got rid of Vesper in South Aamerica, it is firing on all cylinders. Nothing but upside from here.
RE: "which means that it will be able to serve 90% of the W-CDMA market. "
slacker,
The way I see it, is the 800/2100 mHz TXN WCDMA chipset will be restricted to USA buyers. No European or Japanese would buy that chip.
RE: "The only carrier in the world that would would need that is Docomo."
A rumor I read is, AWE is interested in deploying WCDMA in the 800 Mhz band.
If so, looks like the TXN chipset has an extremely limited market.
Re:"Big Spenders Pose a Threat to Qualcomm"
Jim,
I have read other Scott Moritz articles. I got the general idea he treats all the companies the same with no favorites. However since I did not know that much about each company he writes about I could not decide how accurate they were. He just seems to throw out a different point of view.
RE: "EV-DO must rob the network of valuable voice capacity. "
I Scott confused with GPRS ?
I know it is easy to manipulate the reporters by feeeding them BS.
RE: Qualcomm Under Fire for More
It seems the only ones whining about QCOM is a bunch of reporters. I have not heard of one CEO of a Korean company complaining about the royalty rates.
Is Scott turning into the next Tero ?
"The San Diego-based firm is raking in 5.25 percent of total cellular phone prices as royalties from local sales of Korean firms. The rate for export is 5.75 percent."
YAHooooooooooooooooooooo
RE: "Does that mean you think howard was lieing when he said we have essential ipr in all 5 modes of 3G? "
Double-check what he said, he BELIEVES he has essential IPR.
RE: "Re. Bank of America. How can you change your stance to neutral "
The way I intrepet the BOA downgrade is, while they think QCOM will continue to do well, they will not do as well as BOA previously thought.
In the street.com article, it had BOA revising the 2004 chipsets sales volume from 150 million down to 147 million. Not much of a difference IMO because both are estimates.
See the day of infamy for Nokia, July 3, 2001 press release. You have to read between the lines of the press release.
http://press.nokia.com/PR/200107/826470_5.html
Besides the royalty rate,
I believe another sticking point in the negotiations is the royalty basis. The manufacturers don't want non-related attachments to the 3G product such as FM radios, calculators, cameras, etc included in the amount the royalty is based upon.
RE :"establish the actual IDCC 3G rate for Infrastructure."
You can make all the computations you want, but I doubt if they will be accurate. Until the royalty rate(s) are publicly disclosed we are all guessing.
RE: "moonster, what 3G rate do you think Sharp, NEC, HTC, Matsushita, JRC and Sierra Wireless have agreed to pay to InterDig? "
I really don't know. However I feel IDCC is NOT negotiating from a position of power.
RE: "If 0.75% is all we can hope for, then there ought to be room for our 0.75% in the patent platforms, with their 5% caps."
The "CAP" is only a suggested amount by Nokia and endorsed by some other manufacturers BUT not every company in the wireless biz.
Lots of people are guessing what IDCC's final 3G royalty rate will be. My guess is anywhere from 0.05% to as high as almost 1%. Its a big range, but until some big company actually signs, it will be up in the air.
RE: "3/4 of a percent? Please tell us your joking! We have ESSENTIAL ipr in ALL flavers of 3G and you hope we will get only 3/4% I hope thats a typo and you mean 3-4% Even the q gets over 5% "
Immelman, If you are expecting royalty rates greater then 0.75%, then you are in the wrong stock.