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

To: Rick who wrote (39021)	2/6/2001 11:20:49 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Fred, << Does this make sense?? >> Absolutely! << Why would what another company gets, for a different patent, have any effect on Q? >> Cross licensing. Q gets paid 5% for essential CDMA IP - ERICY gets paid, lets say, 2% for their W-CDMA IP & DoCoMo 1% (when QCOM makes a chip). Net = 2%. Spin off SpinCo. Numbers change. QCOM gets 5%. SpinCo pays whatever, and deals in some cross licensing things. There is more to it than that, but that is what the Wit Soundview cat is saying. And guess what ... He is close to right. As he says. There is some semantics here. - Eric -