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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%3:59 PM EST
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JeffreyHF
Jim Mullens
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manning18
matherandlowell
VinnieBagOfDonuts
voop
To: JeffreyHF who wrote (148855)9/2/2018 1:02:33 PM
From: ryhack8 Recommendations   of 197208
 
Jeffrey,

Re: What would happen to the SEPs that are practiced at the infrastructure or handset level, rather than that of the modem? What of those non-SEPs that are commercially important?

Good point. In thinking of Q's recent advances in 5G antenna technology and the millimeter wave signal ricocheting breakthroughs that Sheriff Hanna explained in David Pogue's article, would any non-SEPs or even SEPs in these areas be external to the baseband modem or even the handset level?

As near as I can figure it, small cells on a street lamp or in a business or in someone's living room...are NOT baseband modems in handsets.

Similarly, are Q's technological innovations in their RF Front Ends all deemed subsumed within the modem...as the "smallest salable patent-practicing unit"? I can't imagine that is the case as an OEM can either buy the RFFE with its chip purchase or skip it, buy the modem alone and get the RF components elsewhere.

As Jim Mullens previously pointed out: Qualcomm stated in its “Defenses and Counterclaims" that only a small fraction of its patents (<10%) are practiced solely within the modem with the vast majority practiced within 1) the modem and the device, 2) the device itself, and 3) within the cellular network [seemingly gutting the smallest salable patent-practicing component argument].

Sure seems like a slippery slope for Judge Koh to step onto...
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