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

To: Mrjns who wrote (27293)	7/5/2000 4:11:44 PM
From: shamsaee	Respond to of 54805

I don't own rmbs and have no opinion on it.NTAP,JDSU,CREE,BRCM are all companies with IP and without the mass adoption of their IP ,would not be where they are today.Qcom is a true CDMA gorilla and the size of the market that it addresses is much larger than any of the above mentioned companies.WCDMA is a part of qcom IP and will probably be settled through legal proceedings.It will not be the first or last time a company enforces their rights on infringement of IP in a court of law. The good news is qcom is 2 for 2 so far in previous legal claims.

To: Mrjns who wrote (27293)	7/5/2000 11:40:40 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> QCOM & RMBS are a different kind of beast whose success is solely dependent on their IP being adopted. I think you're making a mistake putting qcom and rmbs in the same basket, RN. Rambus is a pure ipr play, while Qualcomm has ipr but also dominates the large and growing cdma chipset market. They derive most of their sales and a majority of their profits from this semiconductor endeavor. Qualcomm is one of the worst performers on the nasdaq this year, but that in no way negates their Gorilla status. jmho, uf