Tero, there seems to be a lot of crap flying around and I'm getting brassed off! We have this DeepMargin looney, [I know this is unlike me to use such language, but I had an 84 yesterday at golf in the rain which equals my best round ever so I think I'm King Kong and feeling belligerent], who has been straightened up, fairly politely, by Gregg and John. I'd just add that if his name bears any relationship to his investment [or more likely gambling] processes, he doesn't have any business making erroneous comments on Irwin Jacobs and Qualcomm's method of reporting their results. There was nothing wrong with the quarterly report or the results.
I'm addressing this to you because Nokia, which I've previously admired, though not knowing too much about them, is reported thus:
"According to one Nokia official, the problem was a basic difference between the GSM culture of open standards on the one hand, and the total control exercised by QualComm on cdmaOne for reasons of IPR income on the other.
"It's volumes we're interested in," the official said. "We don't make money out of IPR and we don't expect to. We make it out of selling products."
So this turkey from Nokia is saying I can use all the GSM IPR at no charge, build some handsets, sell them, along with my infrastructure, in Europe. That's the implication of what he is saying. I don't believe him. He is a lying crook. Typical of the worst of the Ericsson days when cdmaOne couldn't work, etc etc ad nauseum. That means Nokia is happy for him to spout such nonsense. That means Nokia is a hunk of junk and can go to hell! To use more temperate language.
He then confirms his moronic status by saying that IPR should not be sold. So does he propose to post Qualcomm all Nokia patents and say, "Here, help yourself. No charge. All for the greater good of humankind"? Of course not. He is a fake and a crook. Aiming to steal property like any common bandit, covering his theft with a fig-leaf. If he wants something, he can ask the supplier the price then decide whether he wishes to pay that price. They might have a discussion to seek agreement on a lower price.
So you can cancel my admiring comments about Nokia. They are now in the Ericsson scumbag camp. I retain admiration for the designers of the handsets. Anyway, what was this official's name so we can know the exact person to hold in contempt. Hopefully the item was a fake - can you confirm it was a fake and restore my enjoyment of Nokia as a successful, admirable company from a small independent country?
The Ben D Hover article was obviously a fake, with references to daughters, chats in the pub etc and if not a fake then such a joke that it could happily be ignored. Good spotting of the "bendover" name by Martin Hussey!
We also have the Koreans climbing on the bandwagon saying Qualcomm would be in big trouble without them. True enough, cdmaOne would be at a much lower level. But it isn't. And they can't rewind the clock. Qualcomm has got them. So, would they like to have a refund for their cdmaOne licences and stop producing handsets and infrastructure? That would be a generous offer by Qualcomm. Or are they like Nokia talking a pack of rot. Some of the Koreans were also whining about the p---- of the IPR, saying how it was crushing cdmaOne. Oh yes? How come cmdaOne has enjoyed the fastest growth of any cellular system? With acceleration about to accelerate.
They should hand back the licences and get on with W-CDMA-VW. I'm sure they'll all be able to make it work in about 5 years without infringing Qualcomm's IPR. Interdigital has been working on it since 1991 or so. Lately with Siemens and others helping. It must be ready to go almost.
And Tero, yes, it is completely normal to build the various components of a system from scratch - especially for such a simple one as a few computers [=infrastructure] and handsets [=terminals]. That is not really a huge deal. In fact they have so much energy and brainpower left over that to stave off boredom and help use the free cash flow they are launching the first cdma mobile phone system into space, creating the world's email system, with PureVoice[TM], designing cdma2000 Anita[TM] terminals to replace the desk clunkers by Wintel and having a nice time to boot. Where advantageous, they co-operate with others such as Sony in QPE, they sell licences to ensure customer choice and innovation at a great rate, they buy things from others [unfortunately including some rotten contacts under keypads] etc etc.
So, to summarize, the USA should stop frigging [technical term ex SurferM] around with free trade rules introduced by NZ, threatening us with sanctions or some crap because we allow any legitimate person to import IPR paid legal items and sell it at market prices, and start defending Qualcomm against the depredations of the Statist Thieving Thugs from Europe.
So get stuffed Nokia. Bite your bum Ericsson. SK Telecom, get a life or hand back the licences [for full refund with interest]. NTT, start acting civilized and get Japan on the rails again. Anyone doesn't like it or steals IPR from Qualcomm, get ready to have your property in the USA confiscated, sanctions to your country applied by USA, or simply bombed by all those nukes if necessary. Any people who buy the stolen IPR in the way of infrastructure better expect their USA property to also be confiscated.
In case anyone hasn't noticed, the USA dollar is riding high. That is because despite Janet Reno's best efforts, it is still the best country the world has ever seen in many respects. People are hiding from the looneys around the world in the USA currency and economic system.
Okay, that should do for now.
There are so many bandits and crooks in the world it's hard to keep track of them. Don't forget the bloody French [my Grandma excluded!] Okay, off to have a chat with the local Auckland City Council over a few things...
Mqurice
siliconinvestor.com |