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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (44024)	1/5/2005 6:17:45 PM
From: carranza2	Read Replies (2) \| Respond to of 197418

There is no indication at all that QUALCOMM has any kind of position in OFDM patents requiring merchants to pay tribute to Mighty Q. Therefore I conclude that the patents are perhaps useful in some respects, but no big deal. Flash OFDM, Flarion's version, suffered a tremendous blow when Sprint and Nextel merged. Regardless of the stake in OFDM IPR Q may have [and I think it is now a lot more significant than you believe], the merger seems to have effectively put a stop to Flarion's efforts as it no longer has any carriers presently interested in it. The discussion began due to the super 3G notion that has been floated about, and the possibility that some component of it may very well be OFDM-based. I think that Q may very well now have some pertinent IPR but unfortunately there is precious little to update the work you folks did. And there is no doubt that the IPR has increased, witness a lot of OFDM-sounding patents being awarded. Anyway, I think it's probably a tempest in a tea pot because (1) WCDMA will be around for a very, very long time and (2) any new fancy super 3G technology with some OFDM component must be compatible with WCDMA, thus bringing Q's CDMA IPR [and therefore royalties to Q] into play. As to WiFi, I fail to see a business case for a carrier or for anyone else for that matter, other than campuses, hotels, airports, and residences. Perhaps some VoIP might dig into carrier revenues but that is a long way off in any real sense. Unlimited HDR/DO service is presently $80US a month through Verizon, but will undoubtedly be half as much when Sprint rolls out its network. Between the two and the bother of staying in a hot spot, WiFi is going to be hurt in a big way by DO, especially its hot-stuff version, Rel. A or whatever it's called. The future indeed does look bright. This time the sky is really blue, not Pieczyk-colored.

To: Maurice Winn who wrote (44024)	1/5/2005 6:56:18 PM
From: Maurice Winn	Respond to of 197418

Ah, here's the original post, thanks to Google and Tekboy-san who put a link in SI. Message 7841203 Grrr... all the links in that are now extinct. Such is life in cyberspace. Also, technical geek stuff in following post: Message 7841652 Gee, memory failed me. It was February 1999, not 1998 [and definitely not 1997] though I guess that's 6 years ago, so memory is going awry. Mqurice PS: Tekboy post: Message 14360116

To: Maurice Winn who wrote (44024)	1/5/2005 11:48:15 PM
From: voop	Read Replies (2) \| Respond to of 197418

see pages 12-13 in the article posted by Data Rox regarding essential Qualcomm patents re: OFDM vertikalgroup.net in response to "I doubt that QUALCOMM has much of a position in OFDM" articles states"we believe Qualcomm has over 250 OFDM filings in place at this time" whether they are essential or not to induce royalties remain to be seen

To: Maurice Winn who wrote (44024)	8/12/2005 3:10:52 PM
From: carranza2	Read Replies (2) \| Respond to of 197418

Several years ago [about 1997 or maybe 1998], I hunted down some OFDM research at Auckland University [I had never heard of it]. Clark Hare and others who know stuff climbed around the idea and we had Andrew Viterbi asked about it after an AGM [I stood by while he answered]. He said that QUALCOMM has a few patents around it or some off-hand comment. He seemd to me to be avoiding the question and minimizing the matter. Sharp old smoothie, probably playing a few chess moves ahead of the pack.