*DSP Communications Inc and Kyocera's new cdmaOne handsets* will incorporate DSPC's D5421 WorldCDMA(TM) chipsets.
This is nice in a way, but I liked it better when everyone wanted Q! asics. Oh well, I guess they bought licences and they are better than Q! chips in some way which matters to Kyocera. It all helps cdmaOne get rolling quickly and helps extorquerationate royalties roll in. It gets a fractalized, huge, CDMA industry underway with money flowing to the core = right into Q! honey pot.
Mqurice
PS: Now we have some blabbermouthing Tom! A nice, long, fascinating, political rant.
To the suggestion that Ericy might close down CDMA infrastructure after buying it, I don't think even they would be so silly. Plenty of others will produce CDMA infrastructure if they tried that. They'd have to buy up Lucent, Nortel, Motorola, NEC and a lot more besides, closing them all. Then the USA anti-trust laws would kick in - assuming Ericy was still alive to be prosecuted.
That sort of CDMA world doesn't exist and is one of the reasons Q! licensed so many suppliers. With many suppliers, buyers could be sure they wouldn't be held to ransom by a monopoly. They would have the confidence to buy. Q! had to produce a complete system so that customers would be able to buy a complete system. For example, if they had depended on Motorola for handsets, they would not have arrived, which would have killed CDMA. So they licensed many suppliers and produced the goods themselves too, ensuring success of CDMA and keeping licensees honest.
If licensees are hugely successful and Q! closes or sells all except the intellectual property department, because licensees do it cheaper and better, that's fine too.
Meanwhile, the blather hasn't hurt the share price. |
