Qualcomm Inc (QCOM)

[mschere]

Question..Could you explain in simple terms two points.?.

1.Does a semiconductor producer fab or not, require a license to embed IP software of others....as long as the final OEM pays the IP owner under a license?

2. Why would IDCC who does not produce chips ...care if Qualcomm sellls boatloads of IDCC embedded IP..provided they collect from the final user?

Any input would be most appreciated..TIA


It is my considered opinion that InterDigital is a potential obstacle that Qualcomm will have to deal with in the future.

InterDigital has apparently accumulated significant IP in 3GSM UMTS UTRA TDD (more substantial probably than in 3GSM UMTS UTRA FDD DS). At such time (and if) Qualcomm decides to add TDD HCR or TDD LCR to their chipset roadmap, they will almost unquestionably be dealing with InterDigital across a negotiating table, or in a courtroom.

I'll state one final opinion, and that is that anything that is happening in the world of G3G mobile wireless is, and should be, of interest to Qualcomm investors. One of the great attributes of this board is that discussion is not limited to Qualcomm, and instead, topics, companies, and issues, that affect Qualcomm are openly discussed.