“Qualcomm has a very viable patent portfolio, and they are trying to extract the maximum amount of money out of it that they can while at the same time the licensees are looking to spend as little as possible for the right to use the patents. It is likely that what is going on is some business maneuvering going on both sides.”
“All of these factors are defocusing for operators, and distract them from their core business of rolling out services, combating churn (turnover) and ensuring that they can attract high paying subscribers.”
“The realization that the Total Available Market (TAM) is decreasing is really starting to hit home with players in this market. Depending on their market position, companies will need to take a hard look at their commitment to remaining in this business. Indeed, some companies' very survival may depend on their ability to diversify to new sectors beyond wireless infrastructure.”
