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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28885)7/26/2000 11:37:48 AM
From: slacker711  Read Replies (2) of 54805
 
2. If Spinco controls 3 of the essential patents for CDMA and use those licenses for the x-licensing currency, does that not mean that Spinco has control over who will and who will not manufacture CDMA ASIC chips?

I dont think that the numbers that Snyder used were meant to be accurate....

In any case, I think that it is pretty likely that Spinco will be entering into the W-CDMA patent pool. Anyone will be able to produce a W-CDMA ASIC that is willing to pay the royalty rate....or has enough patents to enter the pool. They will be facing heavy competition....my first take is that it is a royalty game.

However, I have never adequately understood why Intel is a gorilla game.....they have had several easy substitutes over the years (obviously AMD). It seems that much of their domination is due to manufacturing prowess. This could be the same type of domination that Spinco will possess (the greatest CDMA experience).

Slacker
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