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Comment: Re:Stock price impact. (Score 1) 18

by goombah99 (#49517905) Attached to: For High-End CPUs, Qualcomm Ditches TSMC For Samsung

So, what you're saying is that the patents are creating a distortion in the market that forces suboptimal engineering decisions, in this case integrating parts that would otherwise be cheaper if discrete?

This is reason enough why patents should not exist.

No that's not what I said. In fact this is a great example of the patent system working well. first the patent royalties are what led Qualcom to develop technology and then agree to share it via FRAND. and FRAND lisencing is what allowed a proprietary technology to be incorporated into a standard. Both are great!! finally, when there was a FRAND dispute over what was "reasonable" (the R in FRAND), the IEEE adjudicated. I think they reached the right conclusion but any conclusion would have been a hearing of the parties involved. So this isn't a case you want to dress in the arguments you made.

Comment: Stock price impact. (Score 4, Interesting) 18

by goombah99 (#49517099) Attached to: For High-End CPUs, Qualcomm Ditches TSMC For Samsung

What is interesting is that some of the recent predictions about QCOM are not accurate. Lately QCOM stock has been heading down under two clouds. The first cloud is that the IEEE council appears to have sided with apple and other handset makers that the value of a FRAND license is not relative to the value of the phone (which has been the case up until now) but relative to value of the component that contains the patent. The rationale is simple: if the same component embodying the same patent could be in a cheap phone then the value should be tied to the common component. The latter is said to be about 1/10th the value of a high end phone. Thus QCOMs business model which includes royalties hit a snag. Thus it becomes vital that the components become expensive (and thus only be suited for expensive phones)---and the way to acheive that is to bundle up features into one uber component. Put the LTE in the processor. This is how they solve their problem.

The second reason the stock was headed down appears like it might be wrong information now. TMSC reported a huge drop in expected orders in the next year. It was known Qualcom was the cause of the reduced orders (well convincingly rumored). And thus it was assumed that qualcom was experience a loss of demand and reducing its TMSC orders. Thus the TMSC loss fed right into a QCOM stock price drop. But now we learn the drop was not QCOM reducing orders because of lack of demand for Qcom products but QCOM switching foundaries.

Since QCOM is switching boundaries so the TMSC part of the stock price drop was mistaken.

Finally, QCOM may be going upscale with a more costly process and going even more upscale by bundling patents into components. SO in one move they fix their business model problem. It makes sense too since broadcom has been targeting the low end SOC and wifi market where they can win on volume. Rather than compete at the low end where Broadcom could put Qcom patents in cheap hardware and pay little on the FRAND costs, QCOM veers luxury where it supports their patent portfolio and maximizes the value of their research. It turns their fabless strategy into an advantage that is harder to steal. smart.

It would not be surprising to learn that Samsung made some concession to win the 14nm business, such as promoting it in a next gen phone. Samsung is very familiar with partnering with their competitors--- see their cozy relationship with mortal enemy apple.

I'm thinking this is a huge deal for QCOM. Or at least a huge deal for their stock.

Comment: Re:My B.S. Detector is Going Off (Score 2) 68

by Bruce Perens (#49515639) Attached to: Old Marconi Patent Inspires Tiny New Gigahertz Antenna

If the end of the coil that is hanging is grounded (earthed), it becomes an autotransformer. As it's shown, it's a variable inductor and the disconnected end is irrelevant and has no meaningful physical effect at the frequency a spark transmitter could have reached.

This comment seems to get closer to what they actually mean in their scientific paper. But the article about it is garble and the paper might suffer from second-language issues, and a lack of familiarity with the terms used in RF engineering.

Comment: Re:Hmm, I guess I invented this as well... (Score 1) 68

by Bruce Perens (#49513567) Attached to: Old Marconi Patent Inspires Tiny New Gigahertz Antenna

Damn, I wish I would have patented that and all its quantum magic...

I noticed that my vertical transmitting antenna often works better if I connect a horizontal wire about the same length as the antenna to ground at its base! The wire isn't connected to the transmitting side of the circuit at all! And how well it works varies depending on the length! Obviously there is some deus ex machina at work here...

Comment: Re:My B.S. Detector is Going Off (Score 1) 68

by Bruce Perens (#49513517) Attached to: Old Marconi Patent Inspires Tiny New Gigahertz Antenna

Clearly you missed the bit where they invoked quantum mechanics, surely that explains away all the inaccuracies, like the fact you can already buy chip scale dielectric antennas

The thing that I really hate about Innovation Stories is that the reporter invariably doesn't understand what's going on, and invariably is easily convinced that The Obviiously Very Technical People have some very valuable invention.

Comment: Re:14 already executed.... (Score 1) 166

by Reziac (#49513111) Attached to: FBI Overstated Forensic Hair Matches In Nearly All Trials Before 2000

I'm not against the death penalty; I'm against making irreparable mistakes.

There's a way to prevent gung-ho justice: if judgment is later found to be in error, visit the same penalty on those who condemned. Tho I vaguely recall this principle comes from Sharia law, and if so it doesn't seem to limit behavior much in Real Life.

To spot the expert, pick the one who predicts the job will take the longest and cost the most.

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