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To: Clarksterh who wrote (7803)1/31/1998 12:11:00 PM
From: Greg B.  Respond to of 152472
 
And, I'm going to throw one more log on the fire....

Were not the analysts expecting margin growth in the infrastructure contract part of the business? With equal access to IPRs, the competition (when they become capable to compete) will put the lid on the non-royalty part of the business. (Unless of course there is some fixed pricing agreement. Hmm, and how many countries would allow that to happen?)

Any perspectives out there?

GB


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