Ice dec03 03-billy

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Ice dec03 03-billy

  1. 1. PEs Universities Inventors Licensed IP Invention Gap Aggregators Acquired IP What is your strategy? (including from vendors) Is this sufficient? In-House IP Robust Portfolio (including assets from diverse sources) (developed by company) Current Portfolio Future Portfolio
  2. 2. Threat of New Entrants Bargaining Power of Suppliers Rivalry Among Existing Competitors Threat of Substitute Products or Services Bargaining Power of Buyers
  3. 3. • • • •
  4. 4.           Source: SanDisk 2011 Q4 10-Q
  5. 5. 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Licensing revenue in $M $600 $500 $400 $300 $200 $100 $0

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