Peter - Thanks for your response. I take it, from the tenor of your remarks, that the question of IPR's and such, as revenue, is secondary to:
(a) gaining market share
(b) having superior product (including factors such as throughput after overhead, infrastructure cost, resistance to multipath interference, etc).
Your statement
"Don't think Wi-LAN's OFDM patent has gone unexamined. I don't place
it in the same category as Qualcomm's CDMA patents."
leads me to believe that Qualcomm's CDMA patents are almost bulletproof.
As you said "This next year will be fun for all."
I suspect this means that we will see more of a horse race and less of a quasi-legal battle over IPRs.
From
Message 11691792
"The problem with this stock is that, despite months of research, I have been unable to engage in a discussion with people who are knowledgeable about the true potential, say, of WOFDM... (yes, I know - if Philips, Telia, potentially Tele2 UK, and potentially, Texas Instruments are interested, why am I worrying?)
Because there are some mighty big players in this game, with deep pockets, who will not willingly be denied. Many have spent big bucks on R+D, and now are committing more money to infrastructure."
Already, TI has been eliminated, and I have a guess as to how Wi-LAN will make its American entry. If correct. there will be a head-to-head showdown of the competing technologies, and I'm guessing cost will be a big determining factor.
Fun for all, indeed!
Thanks, Peter.
Regards, Jim Kayne |
