This stuff is not a replacement for QCOM, it is just a different part of the picture. For instance, ArrayComm technology must be alloyed with a modulation scheme (e.g. GSM, Amps, CDMA, etc.) to work. It's the same for those other ideas; mesh networks, Ad hoc networks, these are all ideas that won't get far without a solid network standard to work with.
No one should forget that these companies are startups that have yet to get in the black, so they are always spinning a tale that puts their best foot forward. They are not QCOM, shipping and supporting fully developed products, and growing sales year after year.
We also can't forget that small-fry telecom startups ignore governments, standards bodies, network operators, handset manufacturers, etc. at their peril. Even those that try to play the game still get crushed into dust most of the time.
Actually, It is quite likely that QCOM has already applied certain aspects of these ideas as there are usually many ways to approach technologies this broad, and even if the startup has it nailed, QCOM has been known to buy technology companies when it cannot figure out a way around their patents.
Honestly, I would not be surprised to see QCOM snack on some of these companies in a few years when things pick up again, their technology is actually worth the cost, and these companies are starved and shivering and ready to deal after being out in the cold during the long bear winter. |