Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (28716)	7/25/2000 9:47:47 AM
From: DownSouth	Read Replies (2) of 54805

The strategy in this deal is very, very clear. SPINCO can gain the cross licensing it needs to build multi-mode ASICS by trading CDMA licenses with no royalty revenue. QCOM continues to collect royalties and focuses on CDMA applications and new IPR. The thing that confuses the analysts and me at the cc was will this really simplify what the handset and infra providers with respect to gaining CDMA licenses from QCOM/SPINCO?

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