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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (28888)	7/26/2000 12:32:56 PM
From: DownSouth	Read Replies (2) of 54805

The analogy in the case of Cisco is routers and IOS. I am beginning to hate analogies <g>. Cisco's situation is very different. Cisco is playing in the plane of TCP/IP, and open standard. QCOM is playing in the plane of CDMA, a closed standard, open to only those who by the license and pay the royalties. CSCO is not in the business of collecting royalties from others who wish to use their IPR. We must assume that QCOM's sale of IPR and Spinco's x-licensing of IPR will convey with it enough information for the buyers to write software. So software is not a high BTE. It does not make Spinco a Gorilla. CSCO is not providing information for others to duplicate the functionality of its software. Its closely held and proprietary.

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