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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (28728)	7/25/2000 10:21:16 AM
From: Mike Buckley	Read Replies (2) of 54805

DS, Two questions: 1) You suggested awhile back that Q sell the chip business and keep the software business that the chip makers use. Made perfect sense to me. This deal appears to me as if Spinco will be providing the software and paying Q for the licenses to use the CDMA technology needed to develop and provide the software that goes in the chips. Is that your understanding? 2) If that's the case, developing and selling that proprietary software becomes another Gorilla Game, right? But the manufacturing of the ASICs themselves, apart from the software that goes in them, remains a royalty play. If I'm right all about that, Qualcomm's mixed businesses are no longer in any royalty games with the one exception of OmniTracks while Spinco continues with a business model that involves a healthy portion of both royalty and gorilla games. Right? Third question: Why didn't you tell me about Citrus earlier? :) --Mike Buckley P. S. For all the folks participating in the thread in a "live" reaction to the conference call and for those PMing me, I've gotta run. I'll be back much later today. But I'm gonna look for DS's response as soon as I get out of the shower. :)

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