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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.02+3.7%3:59 PM EST

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To: Qpeeper who wrote (57571)12/11/2006 9:58:37 AM
From: carranza2  Read Replies (2) of 196498
 
A decent paper, a bit dense at times.

It unfortunately does not deal with one aspect of NOK's arguments which is independent of patent counting and which forms an important part of the attack on Q : NOK contends that its "essential" patents in UMTS are significant in relation to the IPR in the entire standard, including Q's. And since "essential" IPR is necessary to the implementation of the standard, NOK argues that Q is charging it too much.

I should think that determining whether a patent is "essential" to the standard is a fairly easy thing to do since the term is defined as IPR without which the standard could not be implemented. I have unfortunately not seen any study which takes claims that a patent is essential to UMTS apart patent by patent to determine whether NOK's claim is true.

I think patent counting has itself been pretty much discredited, but the dismantling of NOK's arguments will require a thorough and analysis of its claims to essential IPR and a comparison of such claims to Q's essential IPR.

The problem with the "essential" standard is that a lot of the essential IPR is politically based. I think this is where Q may hurt as the little I know about how Q plays the political game in the standard setting organizations suggests that it may not do so as well as others.
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