RE: Harris Nesbitt rpt, QCOM's 802.11n IP, other IP
Jim: At CES Press/Analyst room in Las Vegas, I just had a nice chat with the author of this report, John Bucher, the wireless analyst at HN. I saw the HN on his badge and asked if he knew anything about the report, but I had only seen your brief clip. He was a bit startled, then startled me by saying he was the author of the report. Total luck in a room of about 150 people from all over the world at world's largest convention.
For benefit of others, title of report is "Review of the Underpinnings of QCOM's Licensing and Royalty Business." The rpt also addresses HSDPA, F-OFDM (doesn't believe QCOM has IP there, but does for OFDM in general), A-GPS (believes Trimble has an approach that doesn't intrude on Snap-Trac), SDR (software-defined radio; belives falls w/in QCOM's IP if uses CDMA). There's some lengthy discussion of Q's patents and licensing; rpt finishes with comparison charts of ERICY, IDCC, MOT, NOK, SI, TRMB, totaling 20 pages, +5 pgs of boilerplate disclosure. Overall, it's one of the best analyses of QCOM I've seen. Bucher said I could share the info, but I didn't find a public link to the 412K pdf file, so I think I'll have to respect the copyright and paraphrase. Also, I don't know how to cut&paste to ASCII out of a pdf.
Cheers,
Mykl Parsons |
