Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (52907)	11/6/2002 3:46:26 PM
From: Mike Buckley	Read Replies (2) of 54805

Eric, It's been far too long since I've been able to disagree with you. This is going to be fun. :) The (poor) media piece simply demonstrates that the King of infra, the King of handsets, and several other global wireless industry leaders do not have an IP business model. They indeed do have an IP business model. They also have other business models. The fact that they charge royalties indicates that they do indeed have an IP business model. (Okay, I'll fess up. I know you meant that their business model is not exclusively based on IP.) They produce revenue by developing manufacturing and distributing whole product while making sure that no single company controls the architecture of their principle sources of revenue. And that is exactly why their (supposed) decision to reduce royalties demonstrates their opponent's Gorilla power. They are trying to wrest control away from Qualcomm by reducing price. Usually when price is used as the great differentiator, it's a sign of their own weakness and, thus, a sign of the opponent's power. --Mike Buckley P. S. Your turn. :)

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