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DD,

<i.If someone such as the scandinavian duo comes up with a defensible technique to replicate some of QCOM's CDMA IP without infringing or comes up with a better scheme that is compatible then QCOM then QCOM's IP becomes marginalized.

You're exactly right. That's the issue to keep a close eye on in the coming years. As for the probability of being able to do that, all of the behemoths with a lot more resources haven't done it yet.

To be clear, Qualcomm is not yet the Gorilla of 3G. There is no 3G marketable product as of yet. Hence, no gorilla.

--Mike Buckley
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