Q98

Whether it Wins or Loses Block E, Qualcomm Suffers

4 scenarios, every one of which is negative for Qualcomm....

On the other hand, Qualcomm's stated long-term objective has been to get the industry out of the blocks and moving with a leg up for the company in insight and chipsets, then sold or spun off along with the big profit on the spectrum bought with pioneer credits.

Although it's a change from thinking based in events of ten years ago, there's evidence that ATT is partnering smartly with Qualcomm. T has begun to come down rather hard right on antagonist Broadcom, apparently for playing its smart lawyers' cards in ploys that potentially obstruct T's mobile roadmap utilizing handsets with Qualcomm inside. Would that occur if Broadcom's or anyone else's chipsets were competitive? [also, contrary to its PR's, Broadcom is unlicensed and not a player in 3G, while Nokia is in a gray area under litigation]

Why would Verizon need or want to squeeze Qualcomm in MediaFlo or anything else? (Please spare us the hack royalty nonsense, unless you're going to do a valid set of comparisons with historical numbers for GSM and analysis of the body of Qualcomm's ongoing pioneering work vs. counting little add-on loafer tassle variant patents.)

Oh. And your suggestion for the alternative mobile TV tech? DVB-H?

Pffff.