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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 155.80+1.1%10:14 AM EST

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To: slacker711 who wrote (826)8/15/2007 12:52:24 AM
From: Maurice Winn  Read Replies (2) of 9132
 
GSM was NOT part of what QUALCOMM was doing: <they made a conscious decision not to disclose their patents to the standards committee. It is my view that they must have believed that there was no legal requirement for them to do so as long as they didn't actively participate (or they never would have had engineers at the meeting).>

"Disclosure" is a load of malarkey. The GSM Guild knew what they were doing. Nokia's excuse was "we thought use of QUALCOMM patents in GSM/GPRS/EDGE was covered by our licence for W-CDMA". Contrary to what Brewster thinks, patents these days cannot be concealed. They could in his hey-day when literally tons of paper could bury patents like a needle in a haystack.

Brewster knows that search can find emails. Surely he can figure out that search can likewise find patents. He is promulgating a weird dichotomy if he thinks finding stuff in cyberspace works for judicial process but not for patents.

"Disclosure" when everyone knows very well what patents are involved is just ritual and when QUALCOMM wasn't involved in the development of GSM/GPRS/EDGE as they weren't, it's ridiculous to think they should be tracking and attending and "disclosing". L M Ericsson and others could read the patents any time of the day or night, on-line, but still were adamant that QUALCOMM technology was irrelevant to VW-40 [aka W-CDMA] let alone GSM/GPRS.

Those QUALCOMM patents were not plops [poxy little obvious patents]. They were "breaches the laws of physics" spectacular inventions which registered experts didn't think were doable. Bill Frezza denied CDMA would work. The Stanford professor denied they'd work.

The point of disclosure is not so much to discover relevant patents like one would discover Dr Livingstone, but to get commitment on how much royalty will be charged for said patents. That's the point of disclosure these days.

Now that they are all on a roll, Brewster et al, Eurocrats, Chinese, Koreans and so on will just use precedent, declare QUALCOMM to be ipso facto a serial infringer and submarining ambusher monopolizer out to rort the industry and consumers around the world, breaching the laws of disclosure along with the laws of physics. A bunch of plops used to obfuscate the W-CDMA standard with bells and whistles on the CDMA engine will be treated as better than equal to anything QUALCOMM has done.

The USA has shot itself in one foot. Now they'll do the other.

Mqurice
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