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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28885)7/26/2000 11:38:23 AM
From: gdichaz  Read Replies (2) of 54805
 
DS: Thanks for all the excellent posts on the Qualcomm spin off.

On the gorillaness of Spinco, Mike of course is the best judge of that based on past history.

One suggestion, in making that decision a key area to examine will be software and "know how". IMO Spinco is in a dominant position on both with regard to CDMA, HDR and position location.

As I recall the discussion on this thread covered 3 types of software:

1.the software embedded in the chips themselves

2.the software within the phones (or PDAs or other handhelds) to make the various parts interact effectively and efficiently

3.software that the operators require to make their network function best.

My understanding is that Spinco will supply all three.

And Spinco will have the knowhow essential to make all of the interrelationships between CDMA, HDR, position location work properly (as well as bluetooth, speech recognition, etc.) and then there will be the add on of whatever is required for GSM and WCDMA.

The chips themselves do not make Spinco a gorilla, but I would submit that the software does.

The analogy in the case of Cisco is routers and IOS.

Best.

Cha2

PS And that the Q retains its gorilla status given its lock on essential IPR seems clear.

And remember the Q will concentrate on the nexus of wireless data and the internet / intranets. Potential there.
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