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

To: LarsA who wrote (60703)	3/2/2007 5:27:17 PM
From: JeffreyHF	Respond to of 197008

Cute story Lars, but specious argument. In this case the customers who directly contract to pay for the IPR are sophisticated telecom companies, not teeny boppers and herds of serfs. "What the customers want" is best evidenced by their voluntarily negotiated licensing agreements.They "wanted" or "needed" those patents so badly that they signed the many cross-licenses that exist with Qualcomm, on the terms of their bargains. Only five of the 70+ WCDMA licensees are now complaining about those terms -including the dominant incumbent handset maker, infrastructure provider, and chipset manufacturer. Don`t get me wrong. I have great respect for Nokia`s having built such a valuable brand, achieved such incredible market share, supported the economy of Finland, and developed appealing/user friendly devices with mass appeal. But that has nothing to do with the issue at hand, nor with their business methodology and attitude.

To: LarsA who wrote (60703)	3/2/2007 7:40:31 PM
From: quartersawyer	Respond to of 197008

Lars, you've missed something important. "patent counts" may be a crude measurement but so is "quality".... Quality is what the customers/consumers want. This was from data_rox: Message 22606292 The "quality" of patents is rational and measurable. The Glimstedt link in dr's post is unavailable, here is a reference point: Message 22606718

To: LarsA who wrote (60703)	3/2/2007 10:36:44 PM
From: Maurice Winn	Respond to of 197008

Until there is serious price competition, you are right, spectrum efficiency is a small issue: <But it doesn't ROCK the consumers, to be polite. It may ROCK some stupid Telcos but they have to resell their euphoria to consumers.> But, when push comes to shove, TDMA technology won't compete with CDMA efficiency on price. TDMA simply can't deliver data economically compared with CDMA. But until the CDMA people cut their data prices, data will be a "use exiguously" product. As you write: <10 years ago I thought the mobile internet would be the killer app but now the Telcos are killing it with their walled gardens and limitations/pricing. Now I use wifi and iPods and I'm not looking back. Still own my stock - lazy I guess. > I'm investing in wifi zenbu.net.nz but still have my good old QCOM, not to mention Globalstar. Mqurice