Zeev's Turnips Patch-No Politics (ZEEV)

[phill]

OT (more QCOM cross licensing minutiae, for those still interested)<g>)

mjk, I know of only 3 possible "Company C" examples of advantage gained over competitors by IP cross licensing with QCOM:

1) MOT did a mutual (partial) waiver deal with QCOM on early generation CDMA stuff. Some of that deal may have transferred forward to wCDMA IP, but I don't think so. My understanding is that MOT now pays royalties on QCOM's newer CDMA IP, just like everybody else.

2) ERICY got some breaks, I believe, on infrastructure only (not on phones) when it bought QCOM's infrastructure division in 1999.

3) TXN, in the IC (only) deal we've been talking about.

I don't think NOK, or anybody else in either the phone or phone IC business, has any advantage whatever over Samsung, or anybody else, by virtue of a cross license deal with QCOM.

The NOK/QCOM deal is pretty strictly a one-way street, to my knowledge. NOK pays QCOM a percentage fee on the phone price, just like everybody else, regardless of whether NOK uses QCOM ICs, NOK ICs, or 3rd party stuff. QCOM's cross license and use of NOK IP is just part of QCOM's fee - a penalty, if you will, for NOK's stubbornness in resisting agreement for so long.


regards,

phill