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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28999)	7/27/2000 11:50:32 AM
From: gdichaz	of 54805

Mike: "Another difference between Qualcomm's licensing and Microsoft's licensing is that after licensing Qualcomm's product you get product support. :)" Yes. Again it has been that follow on support which has seemed to be essential for the non-Qualcomm chip makers in the past. Nokia has had problems and the story is still that Qualcomm tried to help with those problems by software band aids, yet there still seemed to be glitches. There does seem to be a great deal of skill required in the software area and just general experience needed to get good performance. I keep trying to suggest that this is Know-How for want of a better term. Whatever it is and/or whatever it might be called, there does seem to be a factor which doesn't necessarily go with a "license" which is very important in achieving good performance in the CDMA context. The objective evidence of this would seem to be the huge percentage (85% or so) of current CDMA chip sales that Qualcomm (to be Spinco) has now. We will see how all this works out in the next months, but I am still skeptical that all company x needs is a license and it is an effective competitor to Spinco. Best. Cha2

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