Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JeffreyHF who wrote (145317)	10/2/2006 8:10:44 PM
From: Brihack	Read Replies (1) \| Respond to of 152472

Jeffrey, Re: "Can BRCM refuse to license them to QCOM, while demanding FRAND terms from Qualcomm?" In the event that Broadcom prevails on the three remaining patents in its infringement suit, I've wondered if Qualcomm couldn't simply say "Fine, what is the going rate for those patents that everyone else is paying, and we are willing to pay that to you." In other words, de-link the two-way IPR negotiation and deal with licensing Broadcom's patents in a unilateral manner...while working on a work-around to circumvent Broadcom's patents. It is not clear to me that Broadcom has agreed to the FRAND principles (whatever the heck that means) as part of the 3G standards bodies. We know that Broadcom can't work around Q's patents since they form a substantial core of all 3G standards. So, while Broadcom might rely on Q's agreement to license its IPR in a FRANDly manner, it seems unlikely that FRAND would require Q to do so in a linked / cross-license manner. Should be an interesting week or two. Bri