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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (4617)8/4/1999 7:00:00 AM
From: Len  Read Replies (1) of 54805
 
Q vs Motorola

There is discussion on other threads blaming the drop in Qualcom on the threat from Motorola's announcement that it is going to make CDMA ASICS to challenge Qualcom. Acouple of questions:

1. Will Mot still have to pay royalties? Or will we possibly end up with one of those law suits that drags for years and winds up with a settlent where the new company still gets to build the parts--- which they have been doing throughout the suit.

2. Is Motorola a genuine threat-- even if they are not liable to Qualcom and can, in fact, build the parts. I understand that CDMA chips are very difficult to build.

TIA

Len Myers
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