Mike:
"first off no no voice recognition."
I wasn't trying to make fun of either your spelling or grammar. What I saw was that you spelled "are" as "our" and I have seen many speech recognition software packages have difficulty differentiating the two and I was curious which one you had and how much training you did.
Now, about the patent thing. 450 patents are, indeed, a bunch of patents. However, both Motorolla, Nokia and Ericy have CDMA patents. QCOM is stating that their patent portfolio for IS-95 covers CDMA2000 since they never mention bitrate. Basically, QCOM is stating that their initial IS-95 patents give them broad coverage for CDMA2000.
However, have you ever seen a patent? Patents cover implementation. It is also well known in the patent community that some people have "paper" patents. That means, it was never physically implemented. In order to get a patent, the inventor must show a novel feature. It doesn't matter how big, or how small it is. Therefore, all ericy, mot, or even Nokia has to do is modify QCOM's patents in a small novel way.
"If you look at the experience MOTanic had, as well as early NOKIA dificulty it is clear this is a very complex Technology"
I think any engineer will give you that MOT had extreme difficulty.... <g> However, Nokia has appeared to execute flawlessly in handset/infrastructure development.
"Finally even if patents are circumvented Q will drag all to court. This is a major block for vendors who will hessitate on spending Billions to build out when there is any chance they can be draged into court."
Well, after a patent has issued, which means that the application has been deemed novel and becomes a patent, the next stage to contest is court. Both QCOM and ERICY know courtrooms very well and, in my opinion, enjoy suing each other.
I just thought of something, how do we know QCOM is willing to license their patent portfolio of CDMA2000 patents to ERICY and Nokia? I bet they are unwilling to license if ERICY doesn't give IS-95 customers an upgrade path.....Mike, what do you think of that? That was an idea tha I am "shooting from the hip"
"For godsakes the stock is selling at almost 1 times sales!"
There is a well respected man on the Intel thread named Paul Engel who also supports QCOM b/c of their innovative technology. However, Qualcomm is taking on 800 lb gorillas of the likes of ERICY and Nokia.. Given the market share of GSM/TDMA and the upgrade path ERICY and Nokia are given to their customers, it appears that the game is already lost.
dave |
