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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: carranza2 who wrote (53177)7/5/2006 5:37:41 AM
From: barty   of 197157
 
yeah - in the end the operators don't spend the R&D dollars but they do together represent significant purchasing clout. My feeling is they want some way to calculate what the royalty costs are before the LTE standards are set, which is always difficult in practice. Apparently there was a big LTE ETSI meeting last month where there were a number of proposals offered, I'm not sure what Qcom proposed but I do know that Nokia/Ericsson presented a joint-proposal. There's alot of politics here - remember that with LTE the most likely change is in the radio layer (where Qcom have the vast majority of its IPR). To my knowledge the plan is to re-use many of the upper layers of WCDMA stack (where Nokia/Ericsson has lots of claimed essential IPR). Qcom need to gain some support in ETSI with its LTE proposals. Not sure who/where that will come from.
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