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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 177.24-0.8%Oct 30 3:59 PM EDT
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To: Eric L who wrote (1765)3/30/2009 8:57:40 PM
From: Rob S.   of 1819
 
Much of the discussion surrounding IPR used in standards and the calling of IP as 'proprietary' hinges on nature of standards developments, an artificial override of basic patent rights.

Before anyone gets too dissecting of what is 'proprietary' and what is IPR used in standards, you should take a step back to analyze the body of patents and understand the body of agreements and legal disputes and settlements: Most of Qualcomm's IPR settlements, regime of agreements, sustained position in the industry and continued strong revenues derives from the fundamental rather than the "essential to the standard" nature of Qs core patents.

Moving forward, the industry is shifting to wireless interface technologies based on MIMO-OFDMA technologies, smart distributed wireless network and virtualization, and convergence including graphics, and distributed processing. These converged areas already have had an impact on Q via Broadcom vs. Qualcomm. And this is part of the shift of mobile wireless to the ICT unified structure. Q both broadens the scope of their endeavors and meets increased competition in an environment in which they lose control of their fundamental IPR position.

- Robert Syputa
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