that all makes sense Eric....except that you KNOW what goes on behind the scenes at 3GPP, but don't acknowledge that N, E, S, M and others worked, and are trying to work in the future to avoid certain companies obvious innovations that could, should and would bring products to market more quickly and even less expensively. Those companies all want their own piece of the IP pie, to either license outright or cross license. Because a company has excelled in creating and innovating technology, they should be penalized?
Why is it that a new company wishing to bring a 3GPP product to market will pay TWICE the amount in royalties than they would have to for 3GPP2? It ain't because of Qualcomm.
Agere Systems Inc.
EoNex Technologies, Inc.
Fujitsu Limited
Icera Inc.
Infineon Technologies AG
Koninklijke Philips Electronics N.V.
Lucent Technologies Inc.
Motorola, Inc.
NEC Corporation
Renesas Technology Corp.
Texas Instruments Incorporated
VIA Telecom, Inc.
All of these companies took licenses from Qualcomm to make CDMA standards-based basebands....is the reason most failed to reach any critical mass because the market is too small....or because they couldn't keep up with the pace of Qualcomm development and carrier requirements (in CDMA2000)? Nobody thought Q would be able to drive ANY volume of WCDMA chipsets....but it seems they will be planted in the top 3 for many years because of their innovation and engineering and yes, their relationships...
re: EV-DV....I may not have followed it as closely as you, but wasn't the real reason it failed because there wasn't a big enough demand from the carriers?
How may BILLIONS of dollars did the other carriers put forward for UMTS spectrum in 2000 with the promise from certain equipment manufacturers that they would have equipment and be able to launch within 2 years? Whoops !? Remember Irwin's prediction that UMTS wouldn't see any real deployments until 2004?...dang he took a beating (as well as the stock), but he could see through the BS and said it like it was....and put his head back down to drive revenues and profits in markets that were ready with standards and WORKING equipment.
Toast is Toast (btw...I'm still in the running with you for the toaster)....As everyone expected, WCDMA has launched well behind CDMA, and has grown about as fast as expected, and of course will outpace CDMA2000 very quickly....all the while, Q will continue to drive higher revenues and profits through the shift to greater mass of WCDMA.....will they continue to get 4-5% average royalties from each device sold?...yup....will they continue to grow the number of chipsets sold?....yup...
all JMO....sorry for the ramble (why was I writing this?)....best get back out to the yardwork |
