Replies to post #13740 on Qualcomm Inc (QCOM)

[khemara_qc]

Jeff, Thanks for the good analysis, especially <<QCOM won`t create another non-royalty bearing TI deal, under any circumstances>>.

[richbloem]

Jeffrey, I think you pretty much hit the nail on the head. This is one suit that will never go to court. I suspect that six months from now the headlines will read "Broadcom withdraws all claims of patent infringement against Qualcom. In addition, the two parties signed a royalty bearing ASIC license agreement for all modes of CDMA" Of course details of the agreement are confidential. LOL

[Jim Mullens]

Jeffrey, Re: Broadcom suit and “Didn`t Broadcom buy Z-Ray, who makes a "bolt-on" WCDMA "spinner chip"? Z-“

Yes, Zyray was acquired in 2004 giving Broadcomm WCDMA technology. Some info on that below.

http://www.investorshub.com/boards/read_msg.asp?message_id=3364529&txt2find="zray"+

No doubt Broadcom wants to start signing up WCDMA customers now, before they get too firmly entrenched with the incumbents. The Q has always agreed to license on fair and reasonable terms, so the impasse (haggling) is over what is considered “fair and reasonable” by both parties.
Broadcom being, although late to the game, believes it’s IPR in the feature-set arena is equivalent to what NOK (and others) have in the RF arena, probably expecting most favorable terms. One would think Q would be in the drivers seat as lawsuits are usually protracted events and long term delays in settlement would severely impact Broadcom’s ability to attract a customer base and enter the rapidly emerging WCDMA marketplace.

I wonder if Broadcom also has to negotiate with the NOK, MOT, etc for their WCDMA IPR and if they already have licensed GSM IPR?

Never a dull day in wireless.

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