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

To: gdichaz who wrote (28888)	7/26/2000 12:32:56 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

The analogy in the case of Cisco is routers and IOS. I am beginning to hate analogies <g>. Cisco's situation is very different. Cisco is playing in the plane of TCP/IP, and open standard. QCOM is playing in the plane of CDMA, a closed standard, open to only those who by the license and pay the royalties. CSCO is not in the business of collecting royalties from others who wish to use their IPR. We must assume that QCOM's sale of IPR and Spinco's x-licensing of IPR will convey with it enough information for the buyers to write software. So software is not a high BTE. It does not make Spinco a Gorilla. CSCO is not providing information for others to duplicate the functionality of its software. Its closely held and proprietary.

To: gdichaz who wrote (28888)	7/26/2000 5:53:50 PM
From: Mike Buckley	Respond to of 54805

Chaz, I can't know for sure because great certainty would require a technological understanding of the software, but until someone convinces my otherwise my investments in Spinco will be based on the following premises: 1. the software embedded in the chips themselves A Gorilla Game. Spinco is the Gorilla. 2.the software within the phones (or PDAs or other handhelds) to make the various parts interact effectively and efficiently A royalty game. No idea if there is a King or who it is. 3.software that the operators require to make their network function best. A royalty game. No idea if there is a King or who it is. --Mike Buckley