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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johnzhang who wrote (30833)	9/2/2000 1:25:48 PM
From: Uncle Frank	Read Replies (2) of 54805

John, that was a fascinating piece by Callisto, but even if we take his/her recounting of the Farnsworth/RCA incident at face value, I don't think there is a parallel to the current qcom/Nokia/ntt situation. Nokia and its friends were unable to suppress the commercialization of cdma, and unlike the unfortunate Farnsworth, qcom is far from resource and partner limited. As a result, qcom's success will be based on the availability, performance, and cost effectiveness of its approach to 3G systems vs. the alternatives. Qualcomm has already defended itself in court and prevailed in actions against the GSMers, and Dr. J. has stated that he will continue to vigorously defend his ipr. But since there have been no products introduced that infringe on qcom's patent portfolio to date, I don't perceive a basis for legal action. I'd appreciate it if one of our thread lawyers would comment on that opinion. And while it might be satisfying for Qualcomm to threaten it's adversaries with a lock out from their technology, as Rambus has, massive licensing revenue from Nokia and NTT for 3G is a far more attractive reward then revenge. jmho, uf

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