Mq, you raise an interesting point about GG advising the CDMA camp to lower royalties. Enough of this damned Say's Law socialist propoganda. QCOM has done more to empower the movement to digital wireless telecom on a single chip than MSFT, INTC, and CSCO combined. The convergence of telecommunications with digital wireless platforms has eliminated the era of pc computing and replaced it with network driven access to the Internet. Based on the usefulness for both real time and full motion information solutions embedded on QCOM's chipsets, they should be fetching a healthy sum for their technology.
The opportunity is here for CDMA chipset solutions equipped with nearly every compression technology in the world available on every telcom device in the world, ranging from handsets, pc's, pda's, laptops, telematics, airplanes, space stations, trucks, boats, utility meters, smart cards, etc... You can pinpoint the gps location of a truck travelling down the express way (gpsOne), send real time video (MPEG 4), download music (MP3), deliver DSL download times (1XEV), download new software applications (BREW), retrieve map instructions from your car (WingCast), deliver digital movies to cinemas (Digital Cinema), interact with your corporate email (Workstyle Servers), double your network capacity (1x CDMA), create multi mode networks (ZIF Technology), and converge all digital wireless networks to provide backward compatibility between the 3G CDMA networks - CDMA2000 and WCDMA.
I can't think of anymore off the top of my head. No wonder why QCOM is the envy of NOK and the GSM guild. The GSM Triumverate planned a big announcement on the heels of QCOM's EPS report - a Wireless Village initiative to further promote SMS between cell phones. Big deal!! When is the last time that GSM Guild had anything constructive to say except for the fact that GSM has the dominant market share in wireless communications?
They complain that QCOM has ignored their efforts to build a viable WCDMA network. It simply isn't true. The undeveloped standards process for WCDMA required functioning ASIC chipsets that QCOM announced last year. CDMA2000 was the initial priority for QCOM, especially in narrowband networks. I think the complete lack of progress for WCDMA networks was the lack of a viable ASIC chipset which only QCOM had the ability to design. |
