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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (28750)	7/25/2000 12:44:47 PM
From: D. Newberry	Read Replies (3) of 54805

Hi DS, What a morning! In listening to everyone's discussions, I have one preliminary thought/question. As I understand it, Spinco will license from QCOM royalty free. Now, just suppose Spinco becomes the INTC of CDMA chipsets with an overwhelming share of the market. Where will the Q get its' future royalties in the event Spinco has no meaningful competition? Keep in mind this is a spin off. Over time, the two companies will conduct business to their respective advantage. At first blush this looks like a terrific deal, but it doesn't hurt to look under all the rocks. Long on QCOM. DN

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