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Re: mschere post# 20832

Thursday, 04/24/2003 2:01:10 PM

Thursday, April 24, 2003 2:01:10 PM

Post# of 432994
I suppose the bright side of this WCDMA delay is that it gives IDCC plenty of time to hit that "market window" that was so often mentioned a year or two ago with regard to 3G chips (remember that?). Anyone heard an update from the company on their 3G chip development effort? It's been awfully quiet. Are they really planning to develop a chip that will compete with offerings from Qualcomm, Samsung and Nokia on price and features?

In the past I've made the argument that it's really hard for a niche player like IDCC to compete in such a competitive market and I still believe that more firmly than ever. Heck, even Intel would like to be a player but I don't think they have what it takes to stay on the leading edge of the fast-moving mobile phone chip market.

IMO, it would be more bullish for IDCC if they announced they had given up on their 3G "System on a Chip" development efforts rather than to continue to waste money in a field that, IMO, they don't stand a chance of ever pulling a profit. A misguided effort if there ever was one. I lost a lot of respect for IDCC when they started talking about bringing a 3G SoC to market.

I would like to know the status of this effort. Have they been buying the latest test equipment that is required for this type of effort? I know it can get expensive.

Once

The best way to convince a fool that he is wrong is to let him have his own way.

~ ~ ~ Josh Billings

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