Nokia/Telson Deal: What Am I Missing?
At first glance, this appeared to me to be a major victory for QCOM, yet the market seems to be responding with a yawn. The thread elders also don't seem as excited as I was. QCOM will collect royalties on every CDMA phone Nokia says via their licensing agreement with Telson, right?
My first inclination was that this was Nokia's way of capitulating without explicitly stating they were working with QCOM. However, upon further reflection, I suspect a more insidious motive: Perhaps Nokia is using Telson to ensure they don't miss out on near-term CDMA revenue. Also, since this arrangement doesn't require them to sign an agreement with QCOM directly, they can still attempt to develop an implementation of CDMA that supposedly* doesn't use QCOM patents, introduce it later themselves and dare QCOM to sue them. Thread elders, is this the reason for your (and, apparently, the market's) lackluster enthusiasm regarding this news? If this isn't it, what am I missing?
*I say, "supposedly" because, as QCOM experts know, Dr. J. has stated that it's not possible to do CDMA without QCOM IPR.
P.S. Please forgive me for being dense if I'm merely stating the obvious by the above. |
