9 thoughts on “Sprint, the mobile broadband king maker”

  1. The most interesting issue with respect of Qualcomm royalties (…South Koreans companies are also complaining about Qualcomm, and are pushing WiBro hard…) and its adquistion of Flarion and its key OFDM patents, is that SK Telecom made an ¨Strategic Investment in Flarion¨back in 2002. It seems every knew the value of such technology long time ago but it seems Qualcomm was the only one to be in the right place at the rigth time again

  2. Interesting points regarding QC. One comment:

    “From the way I understand is that the Qualcomm’s royalty structure doesn’t really effect the carriers at all.”

    … however, the carriers buy the handsets and thus end up paying the ~$40-80 per handset that QC is charging the handset manufacturers. This then either drives up the subsidy that VZ, Sprint and SKT pay to acquire subscribers, or the price subscribers end up paying for their CDMA phones. Net-net, CDMA phones have a $40-80 QC tax that GSM phones avoid! This disadvantages CDMA as a technology from the initial subscriber acquisition cost perspective, which it then must make up for in the long run with lower operating costs (and does, at least partially).

    QC is collection of devilishly smart folks with sharp teeth. Reminds me of a company in Redmond several years back.

    QC also historically pulled some ‘clever’ moves to get carriers to drop EVDV – which they didn’t control as strongly from a patent perspective – and to go straight to EVDO – which they do control.

  3. This “MobileTV” skirmish could develop into a full scale war if Verizon Wireless pick the Crown Castle option which is based upon DVB-H technology.

    I’m struggling to beieve VZ would turn against Qualcomm and is probably a negotiating tactic.

  4. the DVB-H is a technology which is so woefully late and is going to be hampered. no chipsets, which means not enough handsets. the interesting part about qualcomm is that they control the ecosystem and can push it through much harder than say a Nokia or any other company.

  5. IPWireless is WCDMA, which means Qualcomm has a stake in it, albeit a reduced one. There is no way Flarion would have only gone for $600M if their patents were critical to using OFDM (since you need OFDM for WiMax and WiFi). One must conclude that there are viable WiMax implementations that will give Qualcomm no royalty stake.

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