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Being a shareholder of both DSP and QCOM, I know that DSP pays royalties to QCOM. The fact that Intel has now decided to support CDMA is great news for QCOM, not bad as others seem to imply. I think that Intel would probably like to buy QCOM, if it could, but can't and decided to go for the next best thing.

Well that settles the licensing vs. different tech question. My real question is what does this do for Intel?? AS long as QCOM owns the IP they are golden. However, if QCOM decides not to license CDMA to DSP after the current agreement expires, then what does Intel really have. They are restricted, by patents, from making a similar chip to CDMA, so all that;s left is improvements based off QCOM IP.. Doesnt seem like a terribly winning solution for INTC.. good for QCOM however it goes..

Anyone got some different thoughts..

cheers,

jgc

disclaimer: long INTC, no QCOM yet.
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