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

To: BDAZZ who wrote (61614)	3/28/2007 12:03:12 PM
From: JGoren	Respond to of 197344

FCC Testing Web-Over-Airwaves Device Tuesday March 27, 6:15 pm ET FCC to Issue Findings in July on Whether Unused TV Airwaves Can Be Used for Web Service WASHINGTON (AP) -- The Federal Communications Commission is expected to release findings this summer on whether a new device can deliver high-speed Internet service over unused airwaves without disrupting television programming. Scott Blake Harris, the attorney for a coalition of technology companies that developed the device, said Tuesday the FCC is expected to issue its test results by July. He said the regulatory agency could then adopt final rules by October. The FCC did not confirm the timetable. The coalition, which includes Microsoft Corp., Google Inc., Dell Inc. and others, wants the agency to open up unlicensed and unused TV spectrum, also known as "white spaces," for broadband Internet service. However, TV broadcasters are unconvinced the device will work and said if the new technology is approved it could also cause problems with their federally mandated transition from analog to digital signals in early 2009. If the device passes muster and rules are adopted for spectrum usage, Harris said the agency could start certifying similar devices in December. That means manufacturers of the devices must show their technology conforms to the agency's rule. However, such devices would not go on sale until February 2009, he added. The coalition, which submitted the prototype about two weeks ago, said using the white spaces would spur technological innovation and help provide affordable broadband service to millions of Americans, especially in rural communities

To: BDAZZ who wrote (61614)	3/28/2007 12:27:12 PM
From: JohnG	Respond to of 197344

>>At any time before the end of 2008, NOK can say "King's X" and have the same deal it has now, while accruing royalty payments at the same rate for sales after April 9.<< NOK's problem (asside from efforts to destroy QCOM cash flow and competstive/innovative edge) is that the same deal likely is not good enough. 1)Technology has moved on and there is OFDM in the wings. NOK is not well positioned on IP. 2) NOK has been stealing QCOM IP for use in GSM and needs ligitimate use of Q's IP for GSM 3) QCOM is outrunning and outclassing NOK on chipsets for WCDMA and integration of chipsets. NOK really needs a more benevalent access to QCOM's WCDMA chipsets. VOD, for example, will be buying a substantial portion of its phones from LG and possibly other sources. 4) QCOM has attended to operator's desire for unique individualized phone screen interfaces and NOK needs access to that 5) QCOM & its customers have won the contest to provide the lowest cost WCDMA phones and NOK needs some answer to that. 6) With media flow and EVDO Rev B, it is going to become increasingly appearant that US, JApan and Korea are in the lead in providing innovative high end phones and features to a very large and sophisticated phone market. NOK simply has no answer to that -- meaning advanced software and features provided to the very high end of the market and easily duplicated fi=or Europe. In short, the view of the phone race from NOK's perch, must look increasingly challenging each and ecery month. Thy can not and will not be able to hold the forces of progress at bay in the face of clear and convincing evidence that the best phones, software and features is available elsewhere. European operatora and possibly even docile Euroserf citizens will not stand for it.

To: BDAZZ who wrote (61614)	3/28/2007 1:39:00 PM
From: bdog	Read Replies (1) \| Respond to of 197344

>>Nokia does have an option to sign a new license with their current terms until the end of 2008, but exercising the option after April 9 does not excuse any sales during the infringement period. So Nokia had better be pooling triple royalties. Is there any statement that contradicts this interpretation?<< I don't think so. In wondering how this dispute will play out, I've also been wondering why it was so important for Nokia to have this option as part of their license agreement in the first place? Does it do anything other than give them the ability to choose to operate for another year on the same terms QCOM is offering them for the future? Nokia is now in the endgame of a strategy whose origins go back more than a decade when CDMA's inevitability was first becoming apparent to Europe. As we all know, WCDMA, as the primary offspring of this strategy, enabled them to delay 3G whilst exploiting the limits of their GSM monopoly and simultaneously developing a pseudo patent position with which to counter the dreaded QCOM hegemony. If QCOM fails to blink in this final game of chicken (which it clearly will not) exercising the option will be Nokia's final capitulation. Because it is exercised at their sole discretion, it could perhaps seem to be something of a face saving respite from the battle lost. All of this makes me think that this dispute probably will be resolved on April 9th or very shortly thereafter, not months later as suggested by some. BTWDIK.