Read this and realize what Apple does

By: Groo (charlie.delete@this.semiaccurate.com), April 19, 2019 3:27 pm
Room: Moderated Discussions
Doug S (foo.delete@this.bar.bar) on April 18, 2019 9:45 pm wrote:

> No one knows for sure. There are always rumors and theory. I found the timing of the settlement really
> interesting - if it was Apple caving as some claim then why would they do it one day into the trial?
> Why not wait and see if things look bad for Qualcomm and they feel more desperate? There's no way they
> didn't have another couple weeks to make Qualcomm squirm - at least let the plaintiffs make their case
> and settle before Qualcomm defends to give them a public black eye. If it was Qualcomm caving, then
> the timing could perhaps make sense if they didn't like the jury they ended up with.
>
> That trial was the big enchilada, because an unfavorable ruling could see Qualcomm paying
> out far more than Apple's withheld payments, and open the door to lawsuits from other licensees
> to also sue, so even if they got less from Apple than they wanted that may have been better
> than leaving their fate up to 12 people who weren't able to get out of jury duty :)
>
> Perhaps it was a mutual cave, i.e. maybe Apple had recently signaled a willingness to make
> a deal if they were not happy with where Intel's 8160/10nm situation stood, but the offer
> wasn't good enough for Qualcomm until they saw the jury makeup and decided they better agree
> to what was on the table because it could only get worse if the trial goes badly.
>
> We may get some hints from Apple and Qualcomm's Q2 quarterly report in a few months, though
> it is pretty easy to hide one time items by mixing it with other one time items or taking
> it over several quarters if they choose to conceal it. Qualcomm's CEO refused to say how
> much of what they said Apple owed them that they were getting - was that due to a mutual
> gag order on the deal or did they want to save face? We'll probably never know.
>
> The only real numbers they provided was the $2/share pop Qualcomm said they expected from Apple buying
> chips, which suggests they expect to see about $12/phone - which would include both margin on the chip
> itself and licensing fees. So "all you need to do" is figure out what the chip costs to make, and how
> much Qualcomm is charging, and you can figure out what Apple is paying in royalties...
>
> I'll be very interested to see if all the job openings for cellular designers Apple suddenly disappear (indicating
> they are going all-in with Qualcomm, from which we could assume they got very good terms) or if we start hearing
> reports a lot of the best Intel guys are getting hired by Apple which means they still want to do their own modem.
> Personally I'd like to see them do that no matter what deal they got from Qualcomm - the baseband software is
> a huge gaping security hole that a company selling itself on privacy needs to control themselves.

https://www.washingtonpost.com/technology/2019/04/19/apple-said-qualcomms-tech-was-no-good-private-communications-it-was-best/?utm_term=.be58892b15ae
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TopicPosted ByDate
Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/18 03:47 PM
  antitrust implications? (NT)anonymous22019/04/18 07:53 PM
    antitrust implications?Doug S2019/04/18 08:50 PM
      antitrust implications?Beastian2019/04/18 10:02 PM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/18 08:45 PM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/18 10:05 PM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/18 10:28 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/18 11:48 PM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/19 05:54 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/19 09:33 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/19 10:54 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 11:03 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 07:38 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/19 09:28 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:03 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/19 11:08 PM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:15 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:41 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/20 01:22 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 07:31 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:41 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/21 06:50 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/19 09:45 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:27 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 11:09 AM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 11:17 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 12:19 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/20 05:50 AM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:49 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 10:08 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:18 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:19 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 09:46 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:50 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 03:17 PM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 09:59 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/20 08:28 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:33 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:26 PM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:55 AM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAndreas2019/04/19 03:55 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAndrew Clough2019/04/19 05:19 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/19 06:44 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 10:49 AM
    Read this and realize what Apple doesGroo2019/04/19 03:27 PM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 10:32 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/19 11:15 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 01:48 PM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 02:53 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 10:05 PM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:49 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/20 11:07 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/15 06:51 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/05/15 10:16 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/15 11:21 AM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/25 10:37 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/25 11:43 AM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/26 01:22 AM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/26 09:05 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/26 10:57 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAnon2019/04/27 03:11 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/27 07:15 PM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/28 05:59 AM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/02 11:01 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/02 02:58 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/02 03:27 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsanonymou52019/05/02 04:37 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 12:35 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 08:32 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 12:32 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 02:45 PM
                                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsUmmmm...2019/05/03 03:35 PM
                                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 03:56 PM
                                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 08:10 PM
                                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 08:11 PM
                                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 09:12 PM
                                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/04 07:33 AM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/05/03 12:11 AM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/06 08:09 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/06 10:40 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/06 12:16 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/06 03:15 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsSimon Farnsworth2019/05/07 04:23 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/26 11:52 AM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/02 08:25 AM
    So Qualcomm got less than 2/3 of what they wantedDoug S2019/05/02 09:35 AM
      So Qualcomm got less than 2/3 of what they wantedBeastian2019/05/02 10:43 AM
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