ice dec03 03-billy
DESCRIPTION
TRANSCRIPT
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Robust Portfolio(including assets from
diverse sources)
PEs
Universities
Inventors
Aggregators
InventionGap
Licensed IP
Acquired IP (including from vendors)
In-House IP (developed by company)
Current Portfolio Future Portfolio
Is this sufficient?
What is your
strategy?
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Threat of New Entrants
Rivalry Among Existing
Competitors
Threat of Substitute Products or Services
Bargaining Power of Buyers
Bargaining Power of Suppliers
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Source: SanDisk 2011 Q4 10-Q
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Licensing revenue in $M
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