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To: gdichaz who wrote (28906)	7/26/2000 3:02:05 PM
From: gdichaz	Respond to of 54805

DS: Note: Re software lock within Spinco: From Alex Cena: "With independence, Spinco becomes a pureplay wireless ASIC and software company with unparalleled CDMA knowledge and expertise. According to Dataquest, Spinco is the largest fabless semiconductor company in the world. The new company's goals are to be an end to end CDMA systems supplier (in addition to the chips, providing RF designs, software, applications support, design help, etc.); expand their capabilities; enter the multi-mode chip business (CDMA2000, WCDMA, GSM, and TDMA); and continue its technology leadership. Spinco's focus will include developing innovative ASICs and software solutions for handset and infrastructure providers." (While he doesn't say KnowHow explicitly as Don does, that is the core of his analysis. That is Spinco's "lock".) Best. Cha2