George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (1501)	5/10/1999 12:47:00 AM
From: Clarksterh	of 5853

George - With large and powerful companies with huge patent portfolios, the explicit intellectual property is never decisive. Wow, an occasion where I'm more bullish on Qualcomm than you. Although I agree that your statement is generally true, I guarantee it is not always true (the most famous case being Ma Bell), and I believe it is to a large degree untrue in this case. Qualcomm's mobile cell CDMA patent portfolio isn't more numerous than everyone else's, but it is more basic and broader. Golden Bridge's assertion that they can bypass Qualcomm's patents is almost certainly hooey, although they would be foolish to say otherwise at this point. Having said that, I agree that there is a lot more to Qualcomm than its patent portfolio, and given that they have decided to license their patents already, the patent portfolio is largely a moot issue (except for those who have not yet acknowledged Qualcomm). A more uncertain, and hence interesting, issue is Qualcomm's dominance of the ASIC market and that dominance will be driven by the 'tacit knowledge' within Qualcomm, not by its patents. All JMO Clark

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