Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (28900)	7/26/2000 12:51:31 PM
From: gdichaz	Read Replies (1) of 54805

DS: Huh? "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." Why? Didn't work for Nokia, even with a chip license and/or even earlier more broad IPR licenses for handsets. Cha2 What makes you assume that Spinco does not keep control of the second and third of the 3 essential levels of software and the necessary knowhow - yes the embedded software goes with the chips but what else? Trying to understand your thinking. And again, we are still dealing with limited info here. A decision on what Spinco is in fact will be clearer over time.

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