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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Lynn Goodman who wrote (28809)7/25/2000 8:27:14 PM
From: DownSouth  Read Replies (1) of 54805
 
Lynn, there is a quid pro quo in the QCOM/SPINCO relationship that keeps the lawyers happy. That is, SPINCO uses QCOM's IPR in exchange for QCOM having access ot SPINCO's new inventions. As Merlin pointed out, they start this relationship with SPINCO having "credits" for royalties that it would otherwise pay. These credits accrue, I believe, as QCOM takes advantage of new IPR invented by SPINCO in the years ahead.

How does that sound to you, esquire?
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