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

To: Mike Buckley who wrote (27343)	7/6/2000 6:02:22 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

If you believe WCDMA will become a royalty game because you don't believe Qualcomm owns the IP or because you believe the courts will rule that Qualcomm doesn't own the IP, it's logical to assume two things -- that Qualcomm's proprietary market is smaller than it otherwise would be and that you might want to question if Qualcomm's gorillaness applies to a large enough market to whet your appetite for investment. To be completely fair, or just playing advocatus diaboli, isn't there also the possibility that someone else would develop IP that was crucial to WCDMA and that this would put QCOM in a compromised position, thus limiting its Gorilla status? To be sure, until it happens, this is not something on which one should be basing an investment decision, but might it not be a reason to have some sense of caution until all the pieces were in place?