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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28860)7/26/2000 9:23:55 AM
From: JohnG  Read Replies (2) of 54805
 
MB. Clearification per Steve Altman om QCOM in 10:30, 7/25 news conference.

Patents have been catagorized an 1) essential and 2) helpful. QCOM will assign Spinco a portion of each while keeping a portion of each. Thus, appearantly, no company can do any flavor of CDMA without facilg both Spinco and QCOM on at least the essential patents. The math is (1/2+1/2=2) and value was created in the market place while conforming to the GSM ers little Patent Alliance game.
JohnG
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