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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (28899)	7/26/2000 1:11:03 PM
From: sditto	Read Replies (2) of 54805

<<lets assume TXN x-licenses with SPINCO. It then becomes "who manufactures better ASICS", doesn't it? Which makes it closer to a royalty play?>> It's not quite that simple. TXN is also trying to control the 3G handset architecture from the vantage point of their DSP. They have lots of communications expertise and have made an attempt to establish a 3G software architecture using their Open Multimedia Applications Platform (OMAP) which has been endorsed by Nokia, Ericcson, Microsoft, and Sony. From the TXN perspective, all they have to do is build a CDMA ASIC using IPR from the Dot Wireless acquisition and/or licensed from QCOM and they will dominate both CDMA and non-CDMA handsets. If that vision were to be realized, not only would it be a Gorilla Game but TXN would be the Gorilla - not Spinco. The game remains to be played.

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