Well, my guess is that QCOM is priced to perfection and that's why anything that disrupts that point of view is attacked. The easily verifiable fact of the matter is that QCOM has been methodically excluded from the many WCDMA field trials around the world and that only heightens the anxiety. RF network design, in particular, has to deal with many variables that give rise to the typically Swiss cheese (dead spots) nature of RF coverage so this kind of field trial methodology is invaluable in RF network system design.
In any event, here's a highly relevant discussion between Infinite_Q and Corp on the recently completed UK 3G auctions:
infinite. extra 5mghz; simplest example is more channels, more potential users, more potential revenue. 3g assymetric data (TDD) along with voice applications will function nicely within a 25mghz spread.
akin to needing a five lane freeway versus a six lane. the "sixth lane" can be utilized as a high speed data only transport.
remember that Q's licensees can not apply IDC's IPR agreements beyond a 10mghz spread. nor, of course, can they apply the wideband CDMA applications without new agreements.
the winners in the U.K. each have 25mghz; one outlier applying a 30mghz. it is very, very likely that the spectrum "winners" will utilize ALL their available space for transmission and not piecemeal it. if you've got it, you apply it. you apply it because it equals increased revenue opportunities.
ragingbull.com
We already know that the Neopoint 1/11 prospectus contains a description of the rights that pass through from IDC to QCOM via that 1994 cross-licensing agreement in which QCOM paid IDC $5.5 million to license 5 IDC patents in exchange for a royalty-free license to one QCOM patent. Anyway, the Neopoint prospectus also shows how the IS95 IPR situation was resolved based on the legal distinctions made in the prospectus.
IDC's contention has consistently maintained that they bought Schilling's companies in 1992 to complement its TDMA efforts and Schilling always contemplated using broadband CDMA -- which is why IDC trademarked BCDMA - with a wider spread than was available in 1994.
From the Neopoint prospectus:
"QUALCOMM" means QUALCOMM Incorporated, a Delaware corporation.
"QUALCOMM's Core IP" means QUALCOMM's Intellectual Property
excluding InterDigital's Patents.
"QUALCOMM's Intellectual Property" means QUALCOMM'S Technically Necessary IPR and QUALCOMM's Included Commercially Necessary IPR and InterDigital's Patents.
"Qualifying Licensed Product" means a Licensed Product which contains and incorporates a CDMA ASIC purchased by LICENSEE from QUALCOMM.....
"......Philips' CDMA Technically Necessary Patents" means claims of any patents which Philips (or any of its Affiliates) own or have the right to license that are essential or claimed by Philips or any of its Affiliates to be essential to the manufacture, use or sale of Subscriber Units (i.e., must necessarily be infringed upon in order to comply with the CAI). Notwithstanding anything to the contrary herein, the term "Philips CDMA Technically Necessary Patents" at a minimum includes U.S. patent numbers: 4,633,509, 4,765,753, and 5,140,638, and their foreign counterparts.....
Further on down....
5.1.1 InterDigital's Patents. The license granted by QUALCOMM under Section 5.1 with respect to InterDigital's Patents is subject to all other limitations set forth in this Agreement which are applicable to all of QUALCOMM's Intellectual Property licensed hereunder and is also subject to the following limitations:
a. No provision set forth herein shall be construed so as to grant any right or license under InterDigital's Included Patents with respect to time division multiple access (TDMA) technology; provided, however, that such
limitations shall not in any way limit any of the rights granted under this Agreement to utilize InterDigital's Patents to implement the CDMA (or non-TDMA) aspects of any Licensed Products, even if such Licensed Products include TDMA; provided, however, in such case only the non-TDMA use of such Licensed Product will be licensed under InterDigital's Patents. By way of example, if a Licensed
Product can operate in both IS-54 (TDMA) and IS-95 (CDMA) modes, the use of such Licensed Product in the IS-54 TDMA mode would not be licensed.
b. With respect to those Licensed Products manufactured and Sold by LICENSEE which do not incorporate CDMA ASICs purchased from QUALCOMM (the "Non-CDMA ASIC Licensed Products"), the license granted by QUALCOMM under
InterDigital's Patents may terminate in accordance with the provisions set forth below.......
c. THE LICENSE UNDER INTERDIGITAL'S PATENTS IS LIMITED TO USE IN WIRELESS APPLICATIONS WHICH SPREAD THE CDMA SIGNAL OVER NOT MORE THAN 10 MHz BANDWIDTH.[caps mine] |
