qdog - yesterday, over in "Maurice's thread", you wrote:
Frankly, I'm beginning to believe there will not be a 3G standard and that it will have to wait for 4G. The ITU will not, according to their webpage on IPR's, support a company's pursuit of creating a monopoly. Also, any standard issued by the ITU is non-binding, so Europe, US and Japan may not go along with it any how, especially if QCOM is unreasonable about licensing it's IPR's. This story is far from being settled and over, and by no means a slam dunk.
I'm very surprised there hasn't been more discussion of this comment - I would think all Q investors, whether short- or long-term, would be keenly interested in the outcome of the ITU 3G standards-setting process. If the ITU really refused to endorse a CDMA-based 3G standard, or even delayed it past the end of this year, wouldn't that have an immediate and devastatingly negative effect on the company's roadmap, its Gorilla status, and (needless to say) its stock price?
I've appreciated your commentary and knowledge and see you one of our strongest bulwarks against 'groupthink'. Don't stop.
-Rose- |
