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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: sditto who wrote (28815)7/25/2000 10:39:51 PM
From: Curbstone   of 54805
 
Regarding Spinco becoming simply another ASICs company: there is still the issue of the software that runs on those ASICs, and if I recall, Dr. Jacobs said the the hardware and software would be handled by the new company. It was my understanding that the software end was where the real superiority of the Q ASICs shone through. And it was there that Nokia was having such a difficult time of it. To me it looks like Spinco resembles the Intel/Microsoft duopoly and will therefore maintain its gorillanesss. The remaining Qualcomm will be a Rambus type of company sans the Intel control factor. Whether that is a gorilla or not I cannot tell.

AM
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