Jim, all--once in a blue moon, i ask a serious question or two. no jokes today gang, here goes:
(1) would someone please comment on the anadigics report and the implications for the Q--sounds absolutely awful. Handset inventories backing up? I thought we were running the production lines night and day! On motley, some guy said that a company called Micrel just suffered big turndowns in revenues/earnings and blamed cut back in orders from their wireless customers of whom the Q is, evidently, one. Anybody know squat about Micrel and their relationship with the Q?
(2) Jim's post regarding the Q standing in the middle of the new agreement, i.e., that the Q's IPR's could hang the whole shebang, could obviously be read very bullishly. As qdog and others have steadfastly maintained, the Q owns the keys to the kingdom.
However, an article in today's San Francisco Chronicle (one of the world's worst newspapers) re: Rambus caught my eye. Seems Rambus has been charging memory chipmakers a royalty cuz they got some spiffy widget that makes the little critters run faster. Well, the rest of the guys got together, formed a consortium, and made their own widget which they say they will bring out in 2000 and Rambus can take their royalties and give'em to chuckj.
Am I hyperventilating, or is this like ONE HUGE BIG DEFINING MOMENT in the life of the Q? Yeah, they got a big stick (and you guys know where my heart is) but now they're up against the world and the biggest players in it.
I'm probably wrong to analogize between Rambus and the Q, and god knows I am as clueless as to the technology, and I know Maurice is gonna flame me, but I'm thinking royalties are a damn dirty word and that the Q has got to cut a deal here. Finally, I think that the deal they cut will have more importance for the shareholders than SEA and damn near anything else I can think of.
Apologies if this seems on the hysterical side--just comment please, tell me to stick with bad jokes, and I'll slink back into the corner. Mike Doyle |
