Wednesday, September 12, 2007
Few points to note -
- Though absent from the beneficiaries list, Sprint will be able to sell phones from any of the manufacturers who won the stay today.
- QualComm chips cannot be imported directly into the US. Not a major issue, but highlights the fact that this stay merely seeks to limit the damage caused to the others.
- QualComm does not have to settle with BroadCom and will perhaps let the law take its course.
In other QualComm news, their case against Nokia went to courts yesterday as well. So, there will be more interesting legal outcomes this year. One thing that I want to re-iterate is that this ruling will not hamper the ruthless efforts to break the company's business model. Even the phone-manufacturers who won the stay will want more competitors in the chip-vendor space. Note that Motorola, one of the beneficiaries is already moving away from QualComm.
More analysis to come soon.