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To: rushnomore who wrote (28880)	7/26/2000 11:07:28 AM
From: DownSouth	Read Replies (5) \| Respond to of 54805

My opinion is that Spinco will be in a royalty game with respect to CDMA chips. You make a good point. This SPINCO = gorilla or royalty question deserves some more discussion, imo. 1. If Spinco gets 3 of the 10 "essential" patents for CDMA, does that not mean that in order for ANYONE to design a CDMA ASIC chip, they will have to have a x-license from Spinco (especially since SPINCO is not in the business of granting IPR licenses for royalty)? 2. If Spinco controls 3 of the essential patents for CDMA and use those licenses for the x-licensing currency, does that not mean that Spinco has control over who will and who will not manufacture CDMA ASIC chips? 3. Does not all of the above indicate that Spinco has control over its value chain?