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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 171.39-1.0%10:22 AM EST

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To: planetsurf who wrote (76756)5/1/2008 6:36:12 AM
From: slacker711  Read Replies (1) of 196545
 
If they DON'T have an agreement, doesn't that make TI and who ever else sells NOK chips an 'infringer?'

Are THEY willing to cross the rubicon and continue to sell NOK chips (once it becomes clear NOK doesn't have an agreement) in the face of their agreements which I assume state that any device manuf they sell to must be licensed too?


I believe you are right that the contracts prohibit chipset suppliers from selling to unlicensed handset manufacturers.

However, whose license actually covers Nokia's chips? While TI sells the chips, the UMTS stack clearly belongs to Nokia. They made that plain when they decided to license their software to STM to also make UMTS chipsets. This also explains why TI has never been able to offer a merchant chipset of their own....they have never successfully developed their own software stack.

I think history backs this up as well. Nokia was selling CDMA handsets long before TI was ever licensed by Qualcomm. The chips themselves came from TI, but the IP was from Nokia.

Slacker
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