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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (22015)	9/6/2007 12:37:30 PM
From: Maurice Winn	Respond to of 218117

I have no idea who has what patents in OFDM, but from all the action in it and the late start QUALCOMM seems to have had, with Adrew Viterbi leaving QUALCOMM and going to Flarion to get their OFDM going, which was then bought by QUALCOMM, I doubt that QUALCOMM has as strong a patent position as they did with CDMA. The patents which QUALCOMM has for CDMA [the early ones] are expiring soon and those will be crucial for OFDM too. So I guess there will be plenty of horse trading on patents. Given the price paid for Flarion, which I gather was a good horse, and the other patents QUALCOMM has, I guess that QUALCOMM should be a leader. Since QUALCOMM has a lot going in 450MHz and multimode devices are going to be crucial, and QUALCOMM has a great position in CDMA of all types [including W-CDMA aka 3GSM aka UMTS aka 3G], I expect that OFDM will slip nicely into the existing multimode efforts and QUALCOMM is best placed to do that. I don't think Broadcom is well placed. I have no idea which other companies are well-placed. Mqurice