<...QUALCOMM has reserved the right to adjust its license terms and conditions, including increasing its royalties, for those companies that delay in entering into a license with QUALCOMM... >
Tero, I guess you have noticed that 3G Royalties, [for Q! technology] which Q! ex-President Harvey White spoke about several years ago as likely to be in the low single figures, have drifted upwards and have settled comfortably at the same level as 2G royalties, which are around 5.6%, if we believe the Koreans who breached their confidentiality agreements, [though their royalties for cellular bands, not PCS, and for sales inside Korea were lower - though perhaps they have increased].
Now QUALCOMM is sensibly, reasonably, fairly and magnanimously warning companies which do not yet have licences that they had better not shilly-shally. I expect that Q! will raise royalties for the tardy to GSM rates, which are apparently about 15%. That is too cheap in my mind because 3G can use spectrum about 7 times as efficiently as GSM [when the new CDMA technology is applied at the end of the year] and the data rates are going to be huge by comparison with GSM or GPRS or the dreaded Bleeding EDGE. Let's just ignore the fantasy about full-blown DS-CDMA in Never-Never Land.
You better get on the hooter pronto, and warn Nokia that the drawbridge is going to be pulled up. It's time to can the FUD and sign the contract.
Gus makes the less than edifying response that if Q! raises intellectual property charges, the VW40 6 Musketeers will do so too! That would make their system less attractive, late, expensive and very damaging to consumers - leveraging their DS-CDMA patents into a consumer-damaging monopolistic trust, excluding competition and damaging innovation. Oohhh, those words don't go well together in the context of Microsoft's pending split-up at the hands Janet Reno, Joel Klein and Judge Jackson of the USA judicial system.
Maurice
PS: I'd comment on this monkey business and who's a gorilla, a chimp and an ape, but I don't know anything about it and it sounds like a lot of rot to me. I'm in the "Don't check your brain at the broker's door" club. Five Easy Steps to Riches - [spot the monkey] doesn't make sense to me. How come a King isn't as good as a Gorilla? Aren't chimps better, more prolific and successful than Gorillas? I suppose they'd say "RTFM". Fair enough. |
