And I stand by that. Leave aside who is right, because we don’t know. We do know that Qualcomm sent them ~$270m last fiscal year and ARM is pushing them away. The case is over “tens of millions” in Qualcomm’s telling, so it’s not even that much money ARM is seeking, and it is risky. They have a huge mess with the ARM China joint venture that is not done unfolding IMO, and they have chosen that same moment to sue their second biggest customer, who is about to bring ARM chips to Windows PCs in a real way. ARM “winning” this case looks like losing to me.
In any event, I think they settle before it gets to trial next year, because the potential for embarrassment in discovery for both parties is too great, the sum in question is too small, and both companies should want to see those ARM Windows PCs.
> Qualcomm sent them ~$270m last fiscal year
> ARM is pushing them away
> “tens of millions” in Qualcomm’s telling
> ARM “winning” this case looks like losing to me.
I'm sorry, this is once again a very one sided portrayal of this case. Qualcomm is utterly reliant on Arm's technology and if - as you admit is a possibility - Qualcomm has materially breached its licenses in a way that is detrimental to Arm's interests, Arm is supposed to say 'fine, please go ahead'? Of course not!
And I stand by that. Leave aside who is right, because we don’t know. We do know that Qualcomm sent them ~$270m last fiscal year and ARM is pushing them away. The case is over “tens of millions” in Qualcomm’s telling, so it’s not even that much money ARM is seeking, and it is risky. They have a huge mess with the ARM China joint venture that is not done unfolding IMO, and they have chosen that same moment to sue their second biggest customer, who is about to bring ARM chips to Windows PCs in a real way. ARM “winning” this case looks like losing to me.
In any event, I think they settle before it gets to trial next year, because the potential for embarrassment in discovery for both parties is too great, the sum in question is too small, and both companies should want to see those ARM Windows PCs.