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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (28737)7/25/2000 10:43:09 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> 1)Is Spinco a semiconductor company with some access to qualcom patents at no cost which will cross license with GSM IPR and software stack for wcdma and hence produce all flavors of cdma chips?

That's what was clearly stated in the conference call.

2)Qualcom still gets royalty payments from all form of cdma with out any compromise and essentially becomes a research &development house?

That was implied in the conference call, but I'd add one other element. When qcom sold the handset division to Kyocera, they also received a juicy engineering support contract. I think this will become a major part of qcom's business as Motorola, Nokia, and others try to implement cdma, cdma2000, wcdma, etc. Very similar to the Rambus business model.

uf
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