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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28857)7/26/2000 11:43:23 AM
From: shamsaee  Read Replies (1) of 54805
 
<Then we can conclude that SPINCO ASICS customers will be paying QCOM a royalty payment as well for
the QCOM-held IPR built into the SPINCO ASICS>

YES.I believe this whole spin off is based on the ability of spinco to cross license with gsm IPR without jeopordizing qcom royalty position.

<Are we likely to see royalty payments by SPINCO customers to other IPR holders (GSM)? >

It really depends on how they will negotiate the cross licensing issue but it does not make sense.I expect to hear a lot more in the coming weeks that will clarify the picture.There is something that is the underlying reason for such a move.
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