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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: Maurice Winn who wrote (816)8/14/2007 6:24:16 PM
From: pyslent  Read Replies (2) of 9132
 
There was no plot to "ambush" the industry

I agree with those here that Qualcomm's behavior is not consistent with a plot to eventually approach all H.264 vendors with licensing demands. One wonders, then, why else did they watch as their IPR was included in the standard without speaking up? They had every opportunity to declare and therefore monetize their relevant patents. If that was their intent.

When the Nokia re-nogiations first started brewing, PJ made a statement that they had new "strategies" at their disposal other than Spinco. Eventually, it became clear that those strategies included bringing infringement actions against Nokia for GSM and EDGE patents.

My guess is that the video compression patents were part of the same general stategy. Qualcomm may have decided that they would not pursue patent infringement cases in areas that were not core to CDMA, but intended to keep ancillary IPR as weapons to be used only if infringing companies ever became "trouble-makers." As such, Broadcom was the first (and only) H.264-compliant vendor to receive this particular shot-across-the-bow.

This strategy is effective only as long as there is no obligation to be non-discriminitory. Once FRAND rules are found to apply, the IPR becomes useless as a means to selectively exert power over a troublesome company. This was the motive behind Qualcomm's decision to not declare to the JVC, IMO.
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