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

To: Jacob Snyder who wrote (28912)	7/26/2000 6:21:02 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jacob, Thanks for the thoughtful response to my post. I agree substantially with everything you wrote but I've got one nit-picking quibble with you. :) as you say, if CDMA2000 becomes the global standard, then Spinco is a gorilla. I didn't say that. :) My view is that I don't care whether or not CDMA become a global standard. Spinco will be the Gorilla of software imbedded in the CDMA2000 chips. In the very worst case, CDMA2000 will become such a small market that we might call it a niche market. In that circumstance Spinco will be the dominant chip in that niche market. As you are aware, the only thing more powerful than such a chimp is a gorilla. If CDMA2000 becomes a larger market in and of itself than a niche market as I suspect will happen, Spinco will be the gorilla of the software they imbed in the chips. --Mike Buckley

To: Jacob Snyder who wrote (28912)	7/27/2000 9:53:50 AM
From: mauser96	Read Replies (1) \| Respond to of 54805

Re patents - it may all depend on the power of the patents.. Companies like Xerox and Polaroid once held patents that eliminated everybody else. Admittedly this is a fairly rare circumstance, but it's possible that QCOM patents could be this strong, since they were hard at work on CDMA when almost everybody else was saying it was impossible. If so, QCOM could keep some that were core, and still have some critical ones for Spinco. I have no way of knowing whether QCOM patents are this exclusive or not, and in the vast majority of cases what you posit would be correct.