Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28953)	7/26/2000 8:04:05 PM
From: kumar	Read Replies (1) of 54805

<<Determining whether or not a gorilla game or royalty game is taking place has to do almost entirely with one very important criterion -- whether or not there is a proprietary, open architecture.>> very likely, I am still not clear in my head. In years past, any company that had proprietary control of an open architecture (Cisco : IOS, MSFT : Windows), never licensed the proprietary bits to others in the industry. The QCOM/Spinco deal proposes to license/x-license the proprietary stuff. Assuming "fair play" to licensees, the fact that the ASIC architecture is proprietary makes no difference - others may choose to license to use the same proprietary stuff, and then it could well become a matter of "who executes best". comments ? cheers, kumar

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