re: QCOM Wireless Knowledge
<< BRational posts on occasion at what you call the See No Evil, Hear No Evil and Say No Evil (Q Moderated) Board.>>
So do I. <g>
Much less than in the past, and much less than on the predecessor thread. <ggg>
<< Until I recovered later last night >>
I noticed you were a little "under the weather". Glad to see ya recovered.
<< the amortization of license fees >>
One positive about this. IF the NOK fee had hit (as we expected) there would have been no direct replacement for it this quarter and quarter to quarter growth would have been impacted in the quarter that is traditionally strongest for wireless companies, and that was of some concern to me.
Having now adjusted (no pun intended), I'll take the nice annuity check at about $1.8 million per quarter (and others that will add to it) which beats selling LWIN every quarter.
Hey, btw, didn't ya promise me we'd see an end to write offs one of these days?
Meantime. Interesting article on Wireless Knowledge below. That's another venture that I have my doubts about, particularly without Microsoft as a partner, which so far as I am concerned was the upside.
Platforms are not exactly a core competency at Qualcomm. Hopefully they will be, but I have some reservations.
>> American Convergence Alliance Breaks As Qualcomm Buys Out Microsoft
Timo Poropudas
Nordic WirelessWatch
November 06, 2001
Three years ago Microsoft and Qualcomm set up a new company, Wireless Knowledge, to join together desktop and wireless world. This American convergence alliance fell apart yesterday when Wireless Knowledge bought Microsoft's half and became a wholly owned subsidiary of Qualcomm.
In a joint press release companies all but spell out the problems they have had in setting a direction for future development Eric Schultz, chairman and CEO of Wireless Knowledge is quoted by the press release: "The new structure will enable Wireless Knowledge to accelerate the adoption of next generation mobility solutions within the enterprise running on CDMA2000 and WCDMA -- emerging 3G high-speed wireless data networks," i.e. Qualcomm flavor of the 3G networks platforms.
"Microsoft has recently introduced our own product line to accelerate mobile application development and enable Office and Exchange customers to become mobile office workers anytime and anyplace," said Bob Muglia, group vice president at Microsoft. "For this reason both companies have decided it is best to pursue our respective goals using independent technologies," Muglia said. <<
- Eric - |
