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To: FWS who wrote (109056)2/14/2012 9:26:49 AM
From: waitwatchwander
   of 147153
Here is another option for the utilization of some of the new fab. I assume they could build a matrix of MEMS to detect a variety of chemicals.

Title: MEMS gas sensor
Application Number: 20120032692

Assignee: Qualcomm MEMS Technologies, Inc.

Abstract: Systems and methods for sensing a chemical or gas species of interest are provided. In one aspect, a method of sensing a chemical includes determining a capacitance change between at least two layers in a MEMS device, the capacitance between the at least two layers indicative of a presence of one or more chemicals; and identifying the presence of the one or more chemicals based on a determined electrical response of the at least two layers and the determined capacitance change.

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To: waitwatchwander who wrote (109548)2/14/2012 9:57:00 AM
From: Maurice Winn
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2c per MB is way more than the fixed cost of producing those megabytes. < Charging 2 cents per MB doesn't guarantee coverage of the fixed costs > It's also more than the variable cost, such as having somebody check the bank account to see how much it has grown, and to download some of the money to their account.

Yes, $30 per month for 2GB is similar to 2c per MB [if the data is all used] but the crucial difference is that the 2GB are tied to the moon orbiting Earth = a fixed charge every orbit. I can't see why the moon orbiting Earth should determine that another payment should be made to the service provider. What if there were two moons? Which moon would they choose to match the payment to.

When buying toothpaste, petrol, milk, bananas, or rice, people don't pay on a monthly basis. They pay for what they get.

Nothing guarantees coverage of the fixed costs. The only way to cover any costs is to attract customers in sufficient numbers paying enough money. Charging fixed monthly amounts frightens people off, it doesn't attract them. If they want to spend just $30 a month, then they could limit their payments to that amount.


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To: engineer who wrote (108942)2/14/2012 10:13:03 AM
From: waitwatchwander
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You're right about a lot going on behind the scenes with the Mirasol video player. I've now had a chance to play with a variety of video sources and now suspect the issue with video stall may well be related to some sort of garbage collection procedure.

Almost all Mirasol video tends to stall about 1 1/2 to 2 1/2 minutes in. If one leaves it to resolve it's issues, it will studder in a failing restart situation for a minute or so and eventually start playing video again. It then runs for about another 30 or so seconds when it goes back into studder restart mode. Studder mode this time takes longer to resolve and when video does restart it runs for much less time before doing a slight studder. This can go on for a few iterations until it evenutally goes back into a more endurable studder mode.

Endurable studder modes are not endless but can take 2 or 3 minutes to resolve. The duration of whatever fix gets accomplished during this mode appears to have less and less durability but that might be more related to the video that needs to be digested rather than a steady deterioration of the amount of available resources that initiates the interupt procedure.

Halting video playback and moving the video position slider back about 10 seconds will restart the video immediately and allow it to run for another 45 seconds or so. If left alone the video player just stays in studder restart mode where it appears to decode about 10 seconds worth of video after which it gets interrupted and restarts decoding. The above cycle appears to be endless but it isn't. As previously noted, this mode appears to take a few solid minutes to become resolved.

I get the feeling it's all related to some sort of interrupt that is just not getting well enough resolved via the chosen actions. Memory garbage collection would fit into that scenario and be easily resolvable by the addition of extra video (?) memory. However, that might well be a line in the sand which has become non negotiable due to pricing.

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To: somerlondon who wrote (109547)2/14/2012 10:26:07 AM
From: Jim Mullens
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Somerlondon, re: CSCO forecast …………………….

Awesome metrics…………

Key snips>>>>>>>

This mobile data traffic increase represents a compound annual growth rate (CAGR) of 78 percent spanning the forecast period.:

1. More Streamed Content: With the consumer expectations increasingly requiring on-demand or streamed content versus simply downloaded content, mobile cloud traffic will increase, growing 28-fold from 2011 to 2016, a CAGR of 95 percent.

2. More Mobile Connections: There will be more than 10 billion mobile Internet-connected devices in 2016, including machine-to-machine (M2M) modules -- exceeding the world?s projected population at that time of 7.3 billion. (One M2M application is the use of wireless networks to update digital billboards. This allows advertisers to display different messages based on time of day or day-of-week and allows quick global changes for messages, such as pricing changes for gasoline).

Impact of Mobile Devices/Connections

- The increasing number of wireless devices and nodes accessing mobile networks worldwide is the primary contributor to traffic growth. By 2016, there will be more than 8 billion handheld or personal mobile-ready devices and nearly 2 billion machine-to-machine connections, such as GPS systems in cars, asset tracking systems in shipping and manufacturing sectors and medical applications for making patient records more readily available.

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To: Maurice Winn who wrote (109550)2/14/2012 10:49:03 AM
From: waitwatchwander
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It's not the fixed cost of producing the 2MBs but the fixed cost of managing your account. I get charged $10 per month for the privilege of unlimited EDGE data. That involves the billing procedures of two parties. The retail services of my ISP and the wholesale provisions of the carrier.

The fixed cost (store, employees and logistics) of bananas, toothpaste, milk and rice is amortized across all goods sold within the store. That's a key reason for those kinds of goods having low margins. It is also expected that customers visiting those facilities create volume due to the variety of goods procured. I guess one could see data packects in that light but I'd be surprised if most folks consumed as much variety of content as they do with the staples in being fed food.

Petrol is a different and somewhat unique pricing story. You are right that it does appear to fit well into your game. The fixed costs there are being amortized across volume consumed at each location which is much like the fixed billing cost of each wireless data provider being covered by its total Bit'n'Byte volume. It's all just a matter of mindset, isn't it.

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To: waitwatchwander who wrote (109553)2/14/2012 10:54:03 AM
From: slacker711
2 Recommendations   of 147153

I would also note that gasoline pricing would be very different if oil companies subsidized your car purchase.


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From: Bill Wolf2/14/2012 11:26:03 AM
   of 147153
An LTE-Capable iPad Paves the Way for the 4G iPhone
Published on February 14, 2012
by Ina Fried

If, as is expected, the next iPad adds support for faster LTE networks, it could give Apple the experience it needs to add similar capabilities into its flagship iPhone.

The Wall Street Journal says that the iPad that debuts next month will support LTE, the next-generation network technology being used by both Verizon and, more recently, AT&T.

Apple has traditionally eschewed early support for faster networks, instead preferring to let such technologies mature before adding them into the iPhone. But adding a new network technology first to the iPad makes a lot of sense.

First, Apple’s tablet packs a much larger battery than its phones, meaning that even if the LTE radio chips are still a bit more power-hungry than past cellular modems, it shouldn’t dramatically hurt battery life.

Second, the iPad isn’t a phone, meaning that Apple can work on 4G data without having to worry about things like call management and shifting calls.

Finally, Apple can afford to have its iPad support cellular networks that aren’t fully deployed. After all, many of its sales are still of the Wi-Fi only variety.

With the phone, Apple really wants any technology it supports to be widely usable. Why take a cost, size and battery hit, for example, if many of the world’s carriers don’t yet have LTE networks on which to run?

But, after getting a strong start in the U.S., LTE is rapidly gaining steam globally. Sprint, for example, plans to add an LTE network later this year, and many global carriers are also adding LTE support.

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To: Art Bechhoefer who wrote (109536)2/14/2012 11:43:25 AM
From: Jim Mullens
   of 147153
Art / ggamer / Badger, re: Samsung / Apple / QCOM licenses………………

Art- Didn't we learn from discovery in one of the Apple-Samsung disputes that Apple does actually have a license from Qualcomm?

A word search on this board would have found….” Apple indeed has a QCOM license / contract..” as derived from a Foss article stating ….” Samsung allowed to show Apple-Qualcomm contracts,…”


However, in parsing legalese…………we’ve noticed “license” is not mentioned is several later documents, rather “customer” as the chosen word. Does Qualcomm “customer” / “contract” infer .. a license - ???????????


gg- Shouldn't this be public knowledge? (Apple license/ contract/ agreement)

Why QCOM did not come out and inform share holders that they came to an agreement with Apple?


As most of us have learned over the years, Apple’s “rules of the road” requires the highest levels of secrecy…NDA!!

Are you suggesting that QCOM turn down Apple business so as we as investors would have privilege to that knowledge???

Have you noticed that over the years QCOM has won numerous awards for being one of the most “investor friendly” companies? Have you compared what QCOM shares with us (frequency / level of detail / archived downloadable docs, etc) versus that of other companies?

How about Apple? Are you satisfied with what it provides its investors and ease of access??? For the fun of it I just tried to take a peek, finally found their investor link and got this from both Firefox and AOL / Internet Explorer.

Server not found

Firefox can't find the server at

Add- I see the link now works???

Not much there tho.... archived- investor presentations / webcasts ?? , earnings webcasts???


Badger- I still don't see APPLE on the list of QTL licensees..maybe there was no "agreement" to report

Correct, I understand that **not** all licensees are on the list, namely those stipulating NDA.

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To: Jim Mullens who wrote (109556)2/14/2012 12:08:58 PM
From: waitwatchwander
   of 147153
There has to be a fine line between anyone's NDA and fair shareholder disclosure. Telling shareholders you have risk due to a large portion of your sales being made to a single customer is required. Trading shares knowing the details behind an NDA can also be construed as a form of "long term" insider trading (via 105-B's or whatever). When does an NDA overrule those commitments? It all looks like nothing but a huge moldable pile in my mind but that's kind of irrelevant to those who could actually do something about this clearly foggy matter.

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From: waitwatchwander2/14/2012 1:10:42 PM
   of 147153
DoT rejects Qualcomm offer to secure Tulip's dues

NEW DELHI: The Department of Telecom (DoT) has rejected Qualcomm's offer to secure the dues of its partner Tulip Telecom to hasten the process of issuing licence and spectrum for BWA services to the US-based chip-maker.

In its reply, the DoT has informed the Telecom Disputes Settlement and Appellate Tribunal (TDSAT) that Qualcomm cannot secure the dues of its partner by way of bank guarantee. The DoT further contended that it was a matter of revenue and it can not be secured by bank guarantee. During the proceedings of the tribunal, counsel appearing for Qualcomm sought time to take instruction from the client on the matter. Following that TDSAT adjourned the matter to next Tuesday for hearing. DoT's reply has come over TDSAT's direction file reply over Qualcomm's undertaking and plea.

Tulip is a 13 per cent shareholder in the consortium which had bid for Broadband Wireless Access (BWA) spectrum along with Qualcomm. As per the rules, operators have to get a no-dues certificate from DoT for obtaining the licences. In December, DoT had issued a show-cause notice to Tulip claiming a due of Rs 146 crore for 2009-10 and 2010-11.

Earlier, Qualcomm had offered before TDSAT that it would file an undertaking along with an affidavit to clear the dues of its Indian partner. Qualcomm had challenged the DoT notice for cancelling the allotment of BWA spectrum in four circles that it bagged last year through auction. Qualcomm's application for licence was rejected by DoT on the basis that it had made four nominees for the spectrum. The company was fearing that its licence may be revoked and spectrum may be allotted to someone else.

On December 2, Qualcomm had sought time to verify the authenticity of the dues claimed by DoT and said if that was correct, then would pay it. DoT had also informed the TDSAT that if the dues were verified and cleared by them, then the ISP licence would be given to Qualcomm within a day. DoT had further submitted that after the grant of ISP licence, Qualcomm would have to apply for spectrum and it would be given in two weeks.

Qualcomm had bagged BWA spectrum for Delhi, Mumbai, Haryana and Kerala circles and LoIs were allotted to it.

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