against better judgement, wading into the mire...
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<< 3GSM is CDMA and it's QUALCOMM's technology. No ifs, buts or maybes. >>
"No. They have essential IP in the air interface component, and that is great news for QUALCOMM shareholders ... but, that's the extent of it, at this point in time."
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Perhaps only the CDMA air interface is based on Q IP. ((Setting aside activities in progress with HSDPA to be integrated in 3GPP UMTS releases 4 and 5 for both DS and TDD UMTS flavors.))
Perhaps the CDMA air interface is "the extent of it, at this point in time".
However, the salient point may be that the CDMA air interface is the enabling technology. Take the CDMA air interface away - and it is, by all appearances, impossible for 3GPP to cobble together an end to end standard with other available technology that meets their expectations for 3G performance. ((This appears to be the future case regarding High Data Rate enhancements as well.))
However, is is quite possible (witness cdma2000 standards) to construct an end to end standard meeting or exceeding 3G performance expectations without technology and IP specific to 3GPP UMTS.
Vendors and Operators strive, within committee based proceedings, to attach hooks and extensions to standards in the hope of attaining advantages amongst themselves - much like dogs mark trees to establish territory.
Provided Q continues to innovate - Q IP will be integrated into committee based standards. The hooks don't effect Q. They will effect SpinCo, but SpinCo will counter with its core advantage with the air interface, and soon its advantage with High Data Rate technologies. And provided Q continues to innovate and maintain its technologic lead, this virtuous cycle may continue. |
