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

To: Jim Mullens who wrote (44049)	1/6/2005 2:34:08 PM
From: carranza2	Read Replies (2) \| Respond to of 197407

Here's a brief search of the Patent Office I made using MIMO [MultipleIn/MultipleOut] as the first search term and Qualcomm in the assignee field as the second search term. Eleven MIMO patents awarded to Q's Boston-based inventors, some awarded as early as 2000. None are pending/applied for. appft1.uspto.gov patft.uspto.gov And 67 Q applications pending using OFDM as the search term. Again, the inventors are primarily the Boston-based group to which Nesbitt referred: patft.uspto.gov Intel has been awarded 3 MIMO patents and has applied for an additional Zero MIMO patents. appft1.uspto.gov appft1.uspto.gov Motorola, the other big player, has been awarded 6 patents and has applied for 2. appft1.uspto.gov patft.uspto.gov Atheros, zero awarded; zero applied for. patft.uspto.gov appft1.uspto.gov Texas Instruments has applied for 7; has been awarded one. patft.uspto.gov I don't pretend to suggest that the number of the patents is in any way probative of anything. However, it is corroborative of the Nesbitt report and of Paul Jacobs' statements at the analyst day presentations. Looks increasingly to me like Q is setting itself up as a major, major player in advanced WiFi. And, before I forget, Nokia has 3 patents awarded; 10 applied for, not all of which refer to OFDM. patft.uspto.gov appft1.uspto.gov

To: Jim Mullens who wrote (44049)	1/8/2005 12:07:10 AM
From: myklp	Read Replies (1) \| Respond to of 197407

RE: Harris Nesbitt rpt, QCOM's 802.11n IP, other IP Jim: At CES Press/Analyst room in Las Vegas, I just had a nice chat with the author of this report, John Bucher, the wireless analyst at HN. I saw the HN on his badge and asked if he knew anything about the report, but I had only seen your brief clip. He was a bit startled, then startled me by saying he was the author of the report. Total luck in a room of about 150 people from all over the world at world's largest convention. For benefit of others, title of report is "Review of the Underpinnings of QCOM's Licensing and Royalty Business." The rpt also addresses HSDPA, F-OFDM (doesn't believe QCOM has IP there, but does for OFDM in general), A-GPS (believes Trimble has an approach that doesn't intrude on Snap-Trac), SDR (software-defined radio; belives falls w/in QCOM's IP if uses CDMA). There's some lengthy discussion of Q's patents and licensing; rpt finishes with comparison charts of ERICY, IDCC, MOT, NOK, SI, TRMB, totaling 20 pages, +5 pgs of boilerplate disclosure. Overall, it's one of the best analyses of QCOM I've seen. Bucher said I could share the info, but I didn't find a public link to the 412K pdf file, so I think I'll have to respect the copyright and paraphrase. Also, I don't know how to cut&paste to ASCII out of a pdf. Cheers, Mykl Parsons