The New QUALCOMM - Coming Into Buy Range Message Board

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Technology Stocks : The New QUALCOMM - Coming Into Buy Range

QCOM 163.33

-1.0%

Nov 25 3:59 PM EST

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To: Art Bechhoefer who wrote (5918)	2/13/2010 3:51:24 PM
From: Maurice Winn	5 Recommendations Read Replies (2) of 9129

I remain in favour of both the Flarion and Iridigm purchases. Art appears to have been opposed, even in hindsight. My preference would have been to keep Andrew Viterbi in-house rather than have him going to Flarion, and have Qualcomm working on OFDM earlier, but I guess Andrew lost that debate [for money to get on with it]. Flarion holds a bunch of patents which drive OFDM which will take over from CDMA in the form of LTE. We saw what happened when Broadcom bought a job lot of poxy little patents and then beat Qualcomm over the head with them - there was plenty of downside. If Qualcomm had not bought Flarion, and Intel did buy Flarion, or perhaps Apple had bought Flarion, how much royalty do you think Apple would be going to pay Qualcomm for use of OFDM and perhaps CDMA? There would have been a royalty-free cross-licence. Perhaps Apple won't pay royalties to Qualcomm just as they are denying Nokia, but they would lose that legal argument if they try it. If Apple had also bought Iridigm, then Apple would be set to rule the world. It seems to be taking a long time to get mirasol into the main stream. Perhaps it's expensive to make them or something. If mirasol does as described and costs not much more than double the cost of regular screens, then it should be an absurdly phenomenal success. Also, Art [and George Gilder] was in favour of lower royalties. I have thought all along that royalties are at derisory rates and there has been plenty of proof of that in spectrum pricing and in other ways. Art is also against CO2 emissions. CO2 emissions are a good thing not a bad thing [for the foreseeable future - being until 2037 which is when Peak People and Peak Oil will happen]. Message 26258517 Mqurice

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