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

To: Mike Buckley who wrote (28730)	7/25/2000 10:23:23 AM
From: Uncle Frank	Respond to of 54805

>> DS, Two questions: I'm not DS. uf@thisisgettingtobeaneverydayoccurance.com

To: Mike Buckley who wrote (28730)	7/25/2000 10:28:36 AM
From: DownSouth	Respond to of 54805

1) Spinco will be providing the software and paying Q for the licenses to use the CDMA technology Spinco will NOT be paying QCOM any royalties. The spinoff deal includes the agreement that SPINCO can use QCOM IPR (not just SPINCO-owned IPR) in exchange for QCOM having access to new SPINCO patents "going forward". 2. But the manufacturing of the ASICs themselves, apart from the software that goes in them, remains a royalty play ASICS will also be a Gorilla game, because SPINCO will own, outright, what IJ called "essential" CDMA patents, as well as "enhancing" CDMA patents. SPINCO will be a gorilla.