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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (24623)	5/12/2000 6:05:00 PM
From: spiral3	Respond to of 54805

? for all re: qcom & open, proprietary architecture. I am trying to deepen my understanding of qcom and of open, proprietary architecture. When other chipmakers produce cdma asics, they pay a royalty to qcom. Is this a royalty based on licensing cdma, or is it based on licensing a specific implementation of the protocol, that has been developed by qcom? iow, cdma is an open std, yet other companies pay royalties to qcom because, to date they have not been able to successfully implement the std, without stepping on qcoms protected IPR, which in essence covers the implementation of the std, not the std itself. I know there is a fine line here, but I think that the distinction may be crucial to understanding the commercial implications of open, proprietary architectures. For eg, Nokia has been trying for ages to develop their own cdma chip without having to pay royalties to qcom, which I understand to mean, without stepping on qcom's patented implementations of the std. TIA for any advice that anyone can offer in this regard.

To: Eric L who wrote (24623)	5/12/2000 6:09:00 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Gemstar in Review I hope a certain lurker from New York is the first to respond to this. :) Five months ago I conducted a survey asking if you think Gemstar is a Gorilla. Now that the decline in many of our favorite stocks has brought on sobering reflection and, for some, a greater desire to stick to the rules of Gorilla Gaming, I'm going to conduct the survey again. Please, don't clutter the folder. Respond to me only by PM. Be clear in your response that you believe: 1) Gemstar is a Gorilla; 2) Gemstar is not a Gorilla; or 3) You've thought about it but you're unable to decide. It doesn't matter whether or not you participated in the last survey. I invite everyone to participate, including the lurkers. --Mike Buckley