<A) Pat and others here have stated that the reason that these
licensing deals fell through, in particular for USRX, is that the parties could not agree on a deal on what is at stake here. What is at stake is NOT ONLY "the patents essential to standards compliance" but codevelopment >
Never heard or read this Edward... (if I understand what you are saying here) that the reason the deals didn't go through were a result of bargaining breakdowns concerning co-development, and NOT simply regarding fair and reasonable standards licensing.
<B) You and some others believe that Amati was simply trying to
gouge others who are simply trying to license ONLY "the patents
essential to standards compliance".>
Yes, this is what I understand.
<Pat has stated that her source are from the Amati camp. You
seemingly categorized her assertion as rumours/hype because it
came from the Amati camp.>
I don't think I commented on Pat's assertions regarding this point (which I haven't even read here), Edward.
However, a reporter (from the publication titled "Infrastructure") recently wrote the following which does raise some doubts regarding the validity of (at least some) Pat's statements from "the Amati camp":
from techstocks.com
"There is a rumor making the rounds on the internet that Analog Devices has already agreed to licensing agreement with Amati. Apparently, the festive wellspring emanates from the Amati board at Silicon Investor, where a prominent participant claimed on Monday that Amati Vice President of Business Development, Ronald Carlini, told her that ADI had licensed. We have not contacted Mr. Carlini but upon hearing the rumor, we did query Benjamin ("Tac") Berry, Vice President of Marketing. Although he noted that ADI is presently discussing a licensing arrangement with Amati(status-quo), no agreement has been reached. Beware! There is a lot of, shall we say, religious passions surrounding ADSL stocks. The issue of licensing is complex and we will address it within the Aware Inc. Corporate profile."
<My guess: PAIR, USRX, or some other companies that decided not to deal with Amati.>
Those are not unreasonable guesses (neither would be ADI, Globespan [both of whom have employees who participate on SI] and/or Ascend/Cascade).
Here's an important point: If, as you suggest, Amati was asking big dollars, not for the just the standard, but for co-development contracts, this could be understandable. So, Amati has recently signed on Sumitomo and Siemens, and has ongoing agreements with MOT and TI. It will be easy to verify your (and purportedly Pat's and Amati's) assertion in next Tuesday's numbers. If they signed a codevelopment agreement with significant prepayments with ANY of these folks, we will know soon enough when we will see it in their Tuesday quarterly income numbers. Fair enough?
<There is nothing out there that convinces me that Amati is any less believeable as a source of info than those other companies.>
Agreed, and Tuesday then will be a day of reckoning. I hope you are right. If they blow out earnings (as your theory predicts) with an upside surprise, I will be buying at the open and we'll all do what we're here for (at least most of us) - make money.
<Just trying to even things out>
A little reverse affirmative action?
Thanks for the dialogue, Edward.
Steve |
