|(Fan)ning what's left of the Virtual Holy War Embers ... |
Good morning Henry,
<< Undoubtedly, the biggest fans of Irwin Jacobs, Paul Jacobs, and the rest of Qualcomm management are Ericsson, Nokia and the rest of the GSM Industry. >>
I'm not sure that those are IMJ's, PJ's, and Qualcomm's greatest fans -- and most certainly all smart when they write an IPR royalty check to Qualcomm for CDMA2000 subscriber equipment and or infra, and cdma-based 3GSM (WCDMA/HSPA) mobile devices as well as (in some cases) 3GSM (WCDMA/HSPA) infra.
OEMs and ODMs providing mobile equipment, however, are all users of Qualcomm's CDMA2000 chipsets if they participate in the CDMA market, yhose manufacturing GSM family products are user of, or prospect for, Qualcomm's multi-mode 3GSM (WCDMA/HSPA) wireless IC's.
Not only is Qualcomm a cash rich highly profitable company whose top line revenue turnover exceeded $10 billion last year, but the worlds largest manufacture of wireless ICs has been an ETSI member (since 1997) and by virtue of that membership also for several years has been a respected contributor to the 3GPP 3G (UMTS WCDMA/HSPA) & 4G candidate (LTE/SAE) technology development and standardization process.
With UMB development dead and buried 3GPP2 has comparatively little significance these days.
Like Ericsson and Nokia, Qualcomm is now an Associate Member of the GSM Association (GSMA) and a member of the GSM Suppliers Association (GSA) that Nokia, Ericsson, and a few others founded.
For those that are into cabals and suchwhat, I guess one could say that a much matured Qualcomm has become a card carrying and influential member of the GSM Cabal.
With a slight twist on the words of Pogo Possum ... they met the enemy and they are now them.
While some wounded veterans of the virtual Holy Wars who still brandish their virtual weaponry and vent their anguish on message boards might bemoan the fact that CDMA2000 is considerably less successful than they envisioned that it would be a decade ago, virtually all are also cognizant of the fact that as each year passes Qualcomm is less dependent on positive revenue flow from CDMA2000 products, and increasingly buoyed by positive revenue flow from the GSM family of 3G technologies and products, and that is where their R&D efforts have been increasingly directed since they stepped up participation in 3GPP in mid 2001, and now are primarily focused as HSPA+ (3GPP R'7) finishes standardization and preliminary LTE/SAE (3GPP R'8) standards are finalized.
- Eric -