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

To: Eric L who wrote (1017)	7/17/2004 8:52:53 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 2955

The same was true of GSM where "the committee" could not (or actually did not) define the architecture in such a way as to exclude the use of Motorola's FDD IP, and Ericsson whose baseline was used had little or no IP in GSM initially, and neither did Nokia, but having architectural control of a system and having (some) essential IP from which one derives revenue or offsets other IP through cross-licensing are two related but distinct matters. To me, one of the indicators of the strength of Qualcomm's position is the size of the royalty which it can demand. Was this at all comparable with GSM?