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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (28726)7/25/2000 10:19:09 AM
From: DownSouth  Read Replies (1) of 54805
 
This leaves Spinco with lower margins and Qualcomm with higher margins.

Let me re-phrase and argue:

It leaves QCOM without royalty erosion through x-licensing. It allows SPINCO to develop the multimode products that the 3G market will require and command higher margins through lower royalty cost than the competition, better software than the competition, and lower mfg cost (similar to INTC), faster time to market.
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