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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Don Mosher who wrote (28893)7/26/2000 12:22:43 PM
From: DownSouth  Read Replies (2) of 54805
 
Don, you make some good points (as several have), but let me give you a counter to ponder.

INTC was in the position to become the gorilla of PC CPUs. INTC, for valid reasons, decided to license its IPR to AMD and others. The result, imo, is that INTC never quite made it to Gorilla status. They lost control of their IPR and the BTEs were lowered.

Spinco may be doing the same thing (by putting IPR into the pool) in exchange for x-licensing and may be a royalty game, with QCOM remaining a Gorilla.
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