...REPORT IN A NUTSHELL...
Understanding the Standards-Setting Process
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Key to Making Profits in Wireless Investments
The world is turning to mobile wireless communications. Worldwide, there are over one billion mobile subscribers today and the number is expected to double by the end of 2006. Over 400 million cell phones are sold each year. Over the past two decades, the process for determining international standards (specifications) has changed remarkably. Investors who understand the way wireless communications standards are determined have a huge advantage in picking winning investments in the telecom industry. Standards enable a subscriber with a Nokia cell phone to communicate with a Motorola cell phone user. Or an analog cell phone with a digital cell phone. A CDMA (g) based phone with a TDMA (g) or GSM-based device. As next generation 3G (g) phones start coming online, standards help ensure compatibility with current phones, no matter who manufactures them. The same base station/cell phone tower must communicate with phones from perhaps 20 different manufacturers. The financial success of some wireless communications firms like Qualcomm (Nasdaq:QCOM) and InterDigital Communications Corp. (Nasdaq:IDCC) is directly related to their success in getting their patented technology (intellectual property) embedded in international standards. Motorola was particularly astute in using the digital cell phone standards process in the 1980s.
Qualcomm made a fortune for its shareholders by deftly playing the standards game in the 1990s. To understand the standards-setting process and its substantial influence on Nokia, Qualcomm, Ericsson, InterDigital, NEC, Siemens and many others in the wireless communications industry this exclusive report compares the process that determined standards for current 2G digital cell phones to the process being used for establishing the internationally agreed-upon specifications (standards) for the next generatin (3G) wireless devices.
The best explanation of the 2G process is written by Bekkers, Dysters and Versagen in the excellent paper "Intellectual Property Rights, Strategic Technology Agreements and Market Structure. The Case of GSM." A very talented engineer who posts on the Raging Bull as "Infinite q" digested much of the Bekkers, Dysters and Versagen paper and applies it succinctly to how the 3G standards are being determined for this decade's cell phones and other wireless devices. Investors who understand the way the standards are being set today will have a keen advantage in picking wireless winners for our new era.
The world is turning to mobile wireless communications. Worldwide, there are over one billion mobile subscribers today and the number is expected to double by the end of 2006. Over 400 million cell phones are sold each year. Over the past two decades, the process for determining international standards (specifications) has changed remarkably. Investors who understand the way wireless communications standards are determined have a huge advantage in picking winning investments in the telecom industry. Standards enable a subscriber with a Nokia cell phone to communicate with a Motorola cell phone user. Or an analog cell phone with a digital cell phone. A CDMA (g) based phone with a TDMA (g) or GSM-based device. As next generation 3G (g) phones start coming online, standards help ensure compatibility with current phones, no matter who manufactures them. The same base station/cell phone tower must communicate with phones from perhaps 20 different manufacturers. The financial success of some wireless communications firms like Qualcomm (Nasdaq:QCOM) and InterDigital Communications Corp. (Nasdaq:IDCC) is directly related to their success in getting their patented technology (intellectual property) embedded in international standards. Motorola was particularly astute in using the digital cell phone standards process in the 1980s.
Qualcomm made a fortune for its shareholders by deftly playing the standards game in the 1990s. To understand the standards-setting process and its substantial influence on Nokia, Qualcomm, Ericsson, InterDigital, NEC, Siemens and many others in the wireless communications industry this exclusive report compares the process that determined standards for current 2G digital cell phones to the process being used for establishing the internationally agreed-upon specifications (standards) for the next generatin (3G) wireless devices.
The best explanation of the 2G process is written by Bekkers, Dysters and Versagen in the excellent paper "Intellectual Property Rights, Strategic Technology Agreements and Market Structure. The Case of GSM." A very talented engineer who posts on the Raging Bull as "Infinite q" digested much of the Bekkers, Dysters and Versagen paper and applies it succinctly to how the 3G standards are being determined for this decade's cell phones and other wireless devices. Investors who understand the way the standards are being set today will have a keen advantage in picking wireless winners for our new era.
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