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Technology Stocks : Wind River going up, up, up!

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To: JMD who wrote (8149)7/30/2000 3:25:45 PM
From: Don Mosher  Read Replies (1) of 10309
 
Dear Surfer Mike,
I have been long WIND and QCOM, thanks to Allen Benn, since the summer of '97. Although I have followed both threads since that time,I only recently began posting, mainly on the G&K thread. I say that because I have not learned how to hypertext my messages yet.
If you will read G&K posts #28997, 28928, and 29028, you will find my long response to your question. In brief, QCOM give SPINCO enough essential and enabling patents that they can cross license for GSM because they are becoming a separate legal entity. QCOM retains most patents, and secures future patents from SPINCO in lieu of cross license money from SPINCO. QCOM retains their patent position that requires royalties from all forms of CDMA. I guess that is why QCOM has a Vice-President for Patent Strategy.
Don
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