Intellectual property: cases, materials and commentary
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Sydney [u.a.]
Butterworths
1998
|
| Ausgabe: | 2. ed. |
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | LXI, 1004 S. |
| ISBN: | 0409312789 |
Internformat
MARC
| LEADER | 00000nam a2200000 c 4500 | ||
|---|---|---|---|
| 001 | BV021457622 | ||
| 003 | DE-604 | ||
| 005 | 20090826 | ||
| 007 | t | ||
| 008 | 040816s1998 |||| 00||| eng d | ||
| 020 | |a 0409312789 |9 0-409-31278-9 | ||
| 035 | |a (DE-599)BVBBV021457622 | ||
| 040 | |a DE-604 |b ger |e rakwb | ||
| 041 | 0 | |a eng | |
| 049 | |a DE-M382 | ||
| 100 | 1 | |a Ricketson, Sam |d 1950- |e Verfasser |0 (DE-588)171092929 |4 aut | |
| 245 | 1 | 0 | |a Intellectual property |b cases, materials and commentary |
| 250 | |a 2. ed. | ||
| 264 | 1 | |a Sydney [u.a.] |b Butterworths |c 1998 | |
| 300 | |a LXI, 1004 S. | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b n |2 rdamedia | ||
| 338 | |b nc |2 rdacarrier | ||
| 650 | 0 | 7 | |a Immaterialgüterrecht |0 (DE-588)4026596-1 |2 gnd |9 rswk-swf |
| 651 | 7 | |a Australien |0 (DE-588)4003900-6 |2 gnd |9 rswk-swf | |
| 651 | 7 | |a Großbritannien |0 (DE-588)4022153-2 |2 gnd |9 rswk-swf | |
| 655 | 7 | |0 (DE-588)4153616-2 |a Fallsammlung |2 gnd-content | |
| 689 | 0 | 0 | |a Australien |0 (DE-588)4003900-6 |D g |
| 689 | 0 | 1 | |a Immaterialgüterrecht |0 (DE-588)4026596-1 |D s |
| 689 | 0 | 2 | |a Großbritannien |0 (DE-588)4022153-2 |D g |
| 689 | 0 | |5 DE-188 | |
| 700 | 1 | |a Richardson, Megan |d ca. 20./21. Jh. |e Verfasser |0 (DE-588)1143240057 |4 aut | |
| 856 | 4 | 2 | |m HBZ Datenaustausch |q application/pdf |u http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=014677712&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |3 Inhaltsverzeichnis |
| 999 | |a oai:aleph.bib-bvb.de:BVB01-014677712 | ||
Datensatz im Suchindex
| _version_ | 1804135180650151936 |
|---|---|
| adam_text | Contents
Preface xxi
1 Emergence of Intellectual Property
Exploitation Strategies 1
1.1 Factors Driving Strategic Alliances: Time, Cost,
and Risk 2
(a) Too Expensive on Your Own 3
(b) Impossibility of Mastering All the
Necessary Tools 5
1.2 A Short History of Corporate Strategies 7
(a) Management Science Magic 7
(b) Excess Asset Magic 8
(c) Financing Magic 9
(d) Changing Strategies 10
(e) The Magic of Intellectual Properties 11
1.3 Strategic Planning with an Intangible Basis 12
1.4 Legal Attitudes Enhance Value 13
1.5 Chapter Summaries 14
1.6 Onward 17
2 Introduction to Exploitation Strategies 18
2.1 Some History 18
2.2 Enter Technological Change 19
(a) Technology 19
(b) Markets 20
(c) Cost 20
ix
CONTENTS
2.3 Business Enterprise Model 21
(a) Monetary Assets 22
(b) Tangible Assets 23
(c) Intangible Assets 24
(d) Asset Portfolio 26
2.4 Economics of Exploitation 30
(a) Fee Simple Interest 30
(b) Mortgager s Interest 31
(c) Lessee s Interest 31
2.5 Development of Intellectual Property 32
(a) Innovative Product 33
(b) Niche Product 34
2.6 Source of Production Factors 35
2.7 Internal Strategies 37
(a) Grow Your Own 37
2.8 The Entrepreneuring Corporation 39
2.9 Acquisition 40
2.10 External Strategies 42
(a) Strategic Alliances—General 43
(b) Exchange Alliances 43 ,
(c) Portfolio Licensing 46
(d) Reasons for a Portfolio License 46
(e) Other Portfolio Licensing Strategies 49
(f) Portfolio License Characteristics 51
2.11 Ownership Alliances 52
(a) Type of Security 53
(b) Size of Interest 54
2.12 Other Liquidity Concerns 55
(a) Market Risk and the Discount for
Lack of Marketability 56
2.13 Establishing a Cross Ownership Alliance 58
2.14 Strategic Alliances—Rapid Technological Change 59
(a) Alone 61
(b) With Partner 62
2.15 Summary 64
x
CONTENTS
3 An Introduction to the History and Economics of Legal
Limits on Licensing Intellectual Property Rights 65
John W. Schlicher, Fish Neave, Palo Alto, California
3.1 A Brief History of the Legal Limits on Licensing 65
(a) Legislation 65
(b) Judicial Decisions 68
(c) Tying 68
(d) Exclusive Dealing 70
(e) Package Licensing 70
(f) Royalties 70
(g) Resale Restrictions on Field of Use 71
3.2 The Economic Principles Underlying Legal Limits
on Licensing Patent and Related Rights 72
(a) Markets and Competition 72
(b) An Illustration of the Effects of
Anticompetitive Agreements and Conduct 74
(c) Markets, Competition, and
Technical Information 76
(d) Markets, Competition, and Intellectual
Property Law 76
(e) An Illustration of the Effects of
Intellectual Property Law 77
(f) Intellectual Property as Monopoly in
Legal Doctrine 80
3.3 The Basic Options of Intellectual
Property Owners 83
(a) Capture the Commercial Value of the
Rights Other than by Limiting Rivalry
with Substitute Rights 83
(b) Increase the Profitability of Supplying
Rights or Products by Limiting Rivalry
with the Cooperation of Suppliers of
Substitute Rights or Substitute Products 84
(c) Increase the Profitability of Supplying
Rights or Products by Limiting Rivalry
xi
CONTENTS
without the Cooperation of Suppliers
of Substitutes 85
3.4 The Law and the Basic Options of Intellectual
Property Owners 85
(a) Licenses that Primarily Limit Rivalry
among Suppliers of Substitute Products 86
(b) Licenses that Primarily Limit Rivalry ,
among Suppliers of Substitute Rights 87
(c) Licenses that Limit Rivalry in Markets
beyond the Scope of the Rights
by Foreclosing Other Suppliers of
Unprotected Products 89
(d) Evaluating the Potential Effects of
Licensing in Markets for Products
beyond the Reach of the Rights 91
(e) The Time Horizon for Judging
Anticompetitive Effects 92
4 Creating Industry Standards 93
4.1 Eastman Kodak 93
(a) Accelerated Market Acceptance 94
(b) Photo CD Technology 95
(c) The First Strategy 96
(d) Reality Can Be Rude 97
(e) Revised Strategy 97
(f) Credibility for New Technology 100
4.2 Apple Computer 101
4.3 Aluminum Corporation of America 103
4.4 Free Access Can Still Be Profitable 104
5 Economic Analysis of Exploitation—Underlying Theory 106
5.1 Underlying Theory 106
(a) Business Enterprise Value 108
(b) Present Value 110
xii
CONTENTS
5.2 The Essential Ingredients 113
(a) Amount of Income 113
(b) When the Income Is to Be Received 113
(c) Risk of Achieving the Income 114
5.3 Discounted Cash Flow 115
(a) Basic Application 115
(b) Using Discounted Cash Flow Analysis 116
(c) Income Statement Format 117
5.4 Application to Intellectual Property 121
(a) Some Examples 121
5.5 When Specific Data Is Unavailable 123
(a) Find a Surrogate 123
(b) Use the Data Available 124
(c) A Little, Round, White Example 124
(d) Industry Review 124
(e) Nature of the Product 125
(f) Golf Ball Regulations 126
(g) Product Pricing 127
(h) Product Characteristics 127
(i) Product Manufacture 128
(j) Analysis 130
(k) What Are the Intangible Assets? 130
5.6 Summary 132
6 Economic Contributions of Intellectual Property 133
6.1 Intellectual Property Contributes Powerfully
to Earnings 133
6.2 Intellectual Property Sustains Superior Earnings 134
6.3 Enhanced Profits and Intellectual Property 135
(a) Infringement Damages—Differential
Profit Analysis 139
(b) Normal Industry Profits 140
(c) Example 142
(d) Generic Drug Pricing 142
xiii ¦
CONTENTS
6.4 Investment Rate of Return Analysis 146
(a) Investment Rate of Return Royalty Rates 147
(b) Royalty Rates 148
(c) Appropriate Return on Monetary Assets 150
(d) Appropriate Return on Tangible Assets 151
(e) Appropriate Return on Intangible Assets
and Intellectual Property 152
(f) Royalty Rate for the Specific
Patented Invention 153
(g) Benefits of an Investment Rate of
Return Analysis 154
6.5 Discounted Cash Flow Analysis 155
(a) PharmaProd Commodity Corp. Value 158
(b) New PharmaProd Corp. Royalty Rate 159
6.6 Comparable License Transactions 166
(a) Internal Licenses Are Often Self Serving 167
(b) Relevant Time Period 168
(c) Financial Condition of Both
Licensing Parties 168
(d) Relevant Industry Transactions 169
(e) International Transactions 169
(f) Intellectual Property Remaining Life 170
(g) Nonmonetary Compensation 170
(h) Exclusivity 171
(i) Technical Assistance from the Licensor 171
(j) Package Licenses 171
(k) Old License Deals Seldom Reflected
Return on Investment 172
(1) Comparative Analysis Summarized 172
6.7 Simplistic Rules of Thumb 173
(a) The 25% Rule 173
(b) Industry Norms 175
(c) Return on R D Costs 176
(d) The 5% of Sales Method 177
7 Determining a Royalty Rate—An Example 178
7.1 Description of the Patented DermaPulse Invention 178
xiv
CONTENTS
7.2 Financial Review 180
1 7.3 Intellectual Property Economic Contribution 181
(a) Rate of Return Analysis 182
(b) Rate of Return Requirements from the
Integrated Portfolio of Business Assets 185
(c) DermaPulse Product Line
Enterprise Value 187
(d) Appropriate Return on Monetary Assets 189
(e) Appropriate Return on Tangible Assets 189
(f) Appropriate Return on Intangible Assets
and Intellectual Property 190
(g) Allocation of Returns to the
DermaPulse Patent 191
(h) Differential Profit Analysis 196
7.4 Analysis of Specific Market Transactions 197
(a) Up Front License Fees 203
7.5 Conclusion 205
8 Risks of Exploitation 207
8.1 Elements of Risk 207
(a) Enterprise Risks 208
(b) Business Risk 208
(c) Financial Risk 212
8.2 Risk and Royalties 217
8.3 Intellectual Property Economic Life 223
(a) Measuring Economic Life 223
(b) Subjective Analysis 224
(c) Economic Life Factors 228
8.4 Summary 240
9 Licensing Economics and Royalty Rates 241
9.1 Pricing the Alternatives 244
(a) Forecasting 246
— — xv ¦— ¦
CONTENTS
9.2 Licensing 252
(a) License Provision Characteristics 255
(b) Royalty Rates 255
9.3 Primary Economic Drivers 256
(a) Positive Cash Flow Provisions 256
(b) Negative Cash Flow Provisions 273
9.4 Secondary Economic Drivers 278
9.5 Evaluating the Net Present Value 282
9.6 Summary 284
10 Dealing with Early Stage Intellectual Property 286
10.1 Early Stage Technology 289
10.2 Development Costs 290
10.3 Risk 295
10.4 Time 297
10.5 The DCF Mechanism 298
10.6 Using DCF as a Measuring Tool 299
(a) Sensitivity 299
(b) High Risk 303
(c) Testing for Objectives 305
(d) Joint Venturing 306
(e) The DCF Opportunities 309
11 Trademark Licensing 310
11.1 Trademark Royalties 310
(a) Bundle of Rights Theory 312
(b) Licensing 314
11.2 Royalty Quantification 321
(a) Analytical Techniques 321
(b) Allocation of Income Technique 325
(c) Using Licensing Transactions as a
Royalty Rate Surrogate 332
(d) An Industry Analysis 335
xvi — ¦
CONTENTS
12 Licensing Negotiations and Agreements 345
12.1 Licensing Negotiations 345
(a) Getting Their Attention 345
(b) Comprehensive Presentation 346
(c) Meeting Preparation 348
(d) Licensor Concerns 350
(e) Most Favored Nation 351
(f) Exclusivity 352
(g) Industry Participation 352
(h) Schedule 353
12.2 Licensing Agreements 353
13 Joint Venture 359
13.1 Ownership Split 362
13.2 Expansion at Overboard Industries, Inc. 362
13.3 Consumer Electronics 364
13.4 Access to the Technology 365
13.5 Access to the Market 368
13.6 Measuring Potential Value from Pin Point 369
13.7 Weighted Average Cost of Capital 374
13.8 Internal Technology Development 375
13.9 Internal Trademark Development 377
13.10 Going It Alone 382
13.11 Summary 383
Appendix: Special Problems with
ion
Strategic Alliances JO°
14 Global Exploitation Potential 392
14.1 Impact of the International Environment 393
14.2 Accounting Issues
(a) Joint Ventures 396
— xvii ¦
CONTENTS
14.3 Taxes 397
(a) Income Taxes 397
(b) Joint Ventures 399
14.4 Transfer Pricing 399
(a) Legislative History 401
(b) Arm s Length Standard 403
(c) Comparability 404
(d) Intangible Assets 407
(e) The OECD on Intangible Assets 408
14.5 Methods for Determining Intangible Asset
Transfer Prices 411
(a) Comparable Uncontrolled Transaction
(CUT) Method 411
(b) Comparable Profits Method 413
(c) Profit Split Method 413
14.6 Political Risk 416
14.7 New Markets 418
14.8 Repatriation 420
14.9 Cultural Issues 422
14.10 Investment Risk 424
14.11 Legal Protection 428
14.12 Summary 429
14.13 Other Information Sources 429
15 Organizing for the Future 431
15.1 Mapping Intellectual Property 432
15.2 Identification 434
15.3 Assembled Workforce 437
15.4 Captive Spare Parts Annuity 438
15.5 Computer Software 439
15.6 Copyrights 439
15.7 Customer Lists 440
15.8 Distribution Networks 440
15.9 Trademarks 441
xviii
CONTENTS
15.10 Strategic Plan and Gap Analysis 441
(a) DuPont Merck 443
(b) Gap Analysis 444
(c) Future Game 445
(d) Future Winner 450
(e) Current Assessment 451
(f) Filling the Gaps 451
Appendix A Investment Rate of Return Requirements 453
Appendix B Financial and Business Information Sources 474
Appendix C Licensing Transaction Examples and Royalty
Rates 483
Index 525
xix ~~
|
| adam_txt |
Contents
Preface xxi
1 Emergence of Intellectual Property
Exploitation Strategies 1
1.1 Factors Driving Strategic Alliances: Time, Cost,
and Risk 2
(a) Too Expensive on Your Own 3
(b) Impossibility of Mastering All the
Necessary Tools 5
1.2 A Short History of Corporate Strategies 7
(a) Management Science Magic 7
(b) Excess Asset Magic 8
(c) Financing Magic 9
(d) Changing Strategies 10
(e) The Magic of Intellectual Properties 11
1.3 Strategic Planning with an Intangible Basis 12
1.4 Legal Attitudes Enhance Value 13
1.5 Chapter Summaries 14
1.6 Onward 17
2 Introduction to Exploitation Strategies 18
2.1 Some History 18
2.2 Enter Technological Change 19
(a) Technology 19
(b) Markets 20
(c) Cost 20
ix
CONTENTS
2.3 Business Enterprise Model 21
(a) Monetary Assets 22
(b) Tangible Assets 23
(c) Intangible Assets 24
(d) Asset Portfolio 26
2.4 Economics of Exploitation 30
(a) Fee Simple Interest 30
(b) Mortgager's Interest 31
(c) Lessee's Interest 31
2.5 Development of Intellectual Property 32
(a) Innovative Product 33
(b) Niche Product 34
2.6 Source of Production Factors 35
2.7 Internal Strategies 37
(a) Grow Your Own 37
2.8 The Entrepreneuring Corporation 39
2.9 Acquisition 40
2.10 External Strategies 42
(a) Strategic Alliances—General 43
(b) Exchange Alliances 43 ,
(c) Portfolio Licensing 46
(d) Reasons for a Portfolio License 46
(e) Other Portfolio Licensing Strategies 49
(f) Portfolio License Characteristics 51
2.11 Ownership Alliances 52
(a) Type of Security 53
(b) Size of Interest 54
2.12 Other Liquidity Concerns 55
(a) Market Risk and the Discount for
Lack of Marketability 56
2.13 Establishing a Cross Ownership Alliance 58
2.14 Strategic Alliances—Rapid Technological Change 59
(a) Alone 61
(b) With Partner 62
2.15 Summary 64
x
CONTENTS
3 An Introduction to the History and Economics of Legal
Limits on Licensing Intellectual Property Rights 65
John W. Schlicher, Fish Neave, Palo Alto, California
3.1 A Brief History of the Legal Limits on Licensing 65
(a) Legislation 65
(b) Judicial Decisions 68
(c) Tying 68
(d) Exclusive Dealing 70
(e) Package Licensing 70
(f) Royalties 70
(g) Resale Restrictions on Field of Use 71
3.2 The Economic Principles Underlying Legal Limits
on Licensing Patent and Related Rights 72
(a) Markets and Competition 72
(b) An Illustration of the Effects of
Anticompetitive Agreements and Conduct 74
(c) Markets, Competition, and
Technical Information 76
(d) Markets, Competition, and Intellectual
Property Law 76
(e) An Illustration of the Effects of
Intellectual Property Law 77
(f) Intellectual Property as Monopoly in
Legal Doctrine 80
3.3 The Basic Options of Intellectual
Property Owners 83
(a) Capture the Commercial Value of the
Rights Other than by Limiting Rivalry
with Substitute Rights 83
(b) Increase the Profitability of Supplying
Rights or Products by Limiting Rivalry
with the Cooperation of Suppliers of
Substitute Rights or Substitute Products 84
(c) Increase the Profitability of Supplying
Rights or Products by Limiting Rivalry
xi
CONTENTS
without the Cooperation of Suppliers
of Substitutes 85
3.4 The Law and the Basic Options of Intellectual
Property Owners 85
(a) Licenses that Primarily Limit Rivalry
among Suppliers of Substitute Products 86
(b) Licenses that Primarily Limit Rivalry ,
among Suppliers of Substitute Rights 87
(c) Licenses that Limit Rivalry in Markets
beyond the Scope of the Rights
by "Foreclosing" Other Suppliers of
"Unprotected" Products 89
(d) Evaluating the Potential Effects of
Licensing in Markets for Products
beyond the Reach of the Rights 91
(e) The Time Horizon for Judging
Anticompetitive Effects 92
4 Creating Industry Standards 93
4.1 Eastman Kodak 93
(a) Accelerated Market Acceptance 94
(b) Photo CD Technology 95
(c) The First Strategy 96
(d) Reality Can Be Rude 97
(e) Revised Strategy 97
(f) Credibility for New Technology 100
4.2 Apple Computer 101
4.3 Aluminum Corporation of America 103
4.4 Free Access Can Still Be Profitable 104
5 Economic Analysis of Exploitation—Underlying Theory 106
5.1 Underlying Theory 106
(a) Business Enterprise Value 108
(b) Present Value 110
xii
CONTENTS
5.2 The Essential Ingredients 113
(a) Amount of Income 113
(b) When the Income Is to Be Received 113
(c) Risk of Achieving the Income 114
5.3 Discounted Cash Flow 115
(a) Basic Application 115
(b) Using Discounted Cash Flow Analysis 116
(c) Income Statement Format 117
5.4 Application to Intellectual Property 121
(a) Some Examples 121
5.5 When Specific Data Is Unavailable 123
(a) Find a Surrogate 123
(b) Use the Data Available 124
(c) A Little, Round, White Example 124
(d) Industry Review 124
(e) Nature of the Product 125
(f) Golf Ball Regulations 126
(g) Product Pricing 127
(h) Product Characteristics 127
(i) Product Manufacture 128
(j) Analysis 130
(k) What Are the Intangible Assets? 130
5.6 Summary 132
6 Economic Contributions of Intellectual Property 133
6.1 Intellectual Property Contributes Powerfully
to Earnings 133
6.2 Intellectual Property Sustains Superior Earnings 134
6.3 Enhanced Profits and Intellectual Property 135
(a) Infringement Damages—Differential
Profit Analysis 139
(b) Normal Industry Profits 140
(c) Example 142
(d) Generic Drug Pricing 142
xiii ¦
CONTENTS
6.4 Investment Rate of Return Analysis 146
(a) Investment Rate of Return Royalty Rates 147
(b) Royalty Rates 148
(c) Appropriate Return on Monetary Assets 150
(d) Appropriate Return on Tangible Assets 151
(e) Appropriate Return on Intangible Assets
and Intellectual Property 152
(f) Royalty Rate for the Specific
Patented Invention 153
(g) Benefits of an Investment Rate of
Return Analysis 154
6.5 Discounted Cash Flow Analysis 155
(a) PharmaProd Commodity Corp. Value 158
(b) New PharmaProd Corp. Royalty Rate 159
6.6 Comparable License Transactions 166
(a) Internal Licenses Are Often Self Serving 167
(b) Relevant Time Period 168
(c) Financial Condition of Both
Licensing Parties 168
(d) Relevant Industry Transactions 169
(e) International Transactions 169
(f) Intellectual Property Remaining Life 170
(g) Nonmonetary Compensation 170
(h) Exclusivity 171
(i) Technical Assistance from the Licensor 171
(j) Package Licenses 171
(k) Old License Deals Seldom Reflected
Return on Investment 172
(1) Comparative Analysis Summarized 172
6.7 Simplistic Rules of Thumb 173
(a) The 25% Rule 173
(b) Industry Norms 175
(c) Return on R D Costs 176
(d) The 5% of Sales Method 177
7 Determining a Royalty Rate—An Example 178
7.1 Description of the Patented DermaPulse Invention 178
xiv
CONTENTS
7.2 Financial Review 180
1 7.3 Intellectual Property Economic Contribution 181
(a) Rate of Return Analysis 182
(b) Rate of Return Requirements from the
Integrated Portfolio of Business Assets 185
(c) DermaPulse Product Line
Enterprise Value 187
(d) Appropriate Return on Monetary Assets 189
(e) Appropriate Return on Tangible Assets 189
(f) Appropriate Return on Intangible Assets
and Intellectual Property 190
(g) Allocation of Returns to the
DermaPulse Patent 191
(h) Differential Profit Analysis 196
7.4 Analysis of Specific Market Transactions 197
(a) Up Front License Fees 203
7.5 Conclusion 205
8 Risks of Exploitation 207
8.1 Elements of Risk 207
(a) Enterprise Risks 208
(b) Business Risk 208
(c) Financial Risk 212
8.2 Risk and Royalties 217
8.3 Intellectual Property Economic Life 223
(a) Measuring Economic Life 223
(b) Subjective Analysis 224
(c) Economic Life Factors 228
8.4 Summary 240
9 Licensing Economics and Royalty Rates 241
9.1 Pricing the Alternatives 244
(a) Forecasting 246
— — xv ¦— ¦
CONTENTS
9.2 Licensing 252
(a) License Provision Characteristics 255
(b) Royalty Rates 255
9.3 Primary Economic Drivers 256
(a) Positive Cash Flow Provisions 256
(b) Negative Cash Flow Provisions 273
9.4 Secondary Economic Drivers 278
9.5 Evaluating the Net Present Value 282
9.6 Summary 284
10 Dealing with Early Stage Intellectual Property 286
10.1 Early Stage Technology 289
10.2 Development Costs 290
10.3 Risk 295
10.4 Time 297
10.5 The DCF Mechanism 298
10.6 Using DCF as a Measuring Tool 299
(a) Sensitivity 299
(b) High Risk 303
(c) Testing for Objectives 305
(d) Joint Venturing 306
(e) The DCF Opportunities 309
11 Trademark Licensing 310
11.1 Trademark Royalties 310
(a) Bundle of Rights Theory 312
(b) Licensing 314
11.2 Royalty Quantification 321
(a) Analytical Techniques 321
(b) Allocation of Income Technique 325
(c) Using Licensing Transactions as a
Royalty Rate Surrogate 332
(d) An Industry Analysis 335
xvi — ¦
CONTENTS
12 Licensing Negotiations and Agreements 345
12.1 Licensing Negotiations 345
(a) Getting Their Attention 345
(b) Comprehensive Presentation 346
(c) Meeting Preparation 348
(d) Licensor Concerns 350
(e) Most Favored Nation 351
(f) Exclusivity 352
(g) Industry Participation 352
(h) Schedule 353
12.2 Licensing Agreements 353
13 Joint Venture 359
13.1 Ownership Split 362
13.2 Expansion at Overboard Industries, Inc. 362
13.3 Consumer Electronics 364
13.4 Access to the Technology 365
13.5 Access to the Market 368
13.6 Measuring Potential Value from Pin Point 369
13.7 Weighted Average Cost of Capital 374
13.8 Internal Technology Development 375
13.9 Internal Trademark Development 377
13.10 Going It Alone 382
13.11 Summary 383
Appendix: Special Problems with
ion
Strategic Alliances JO°
14 Global Exploitation Potential 392
14.1 Impact of the International Environment 393
14.2 Accounting Issues
(a) Joint Ventures 396
— xvii ¦ "
CONTENTS
14.3 Taxes 397
(a) Income Taxes 397
(b) Joint Ventures 399
14.4 Transfer Pricing 399
(a) Legislative History 401
(b) Arm's Length Standard 403
(c) Comparability 404
(d) Intangible Assets 407
(e) The OECD on Intangible Assets 408
14.5 Methods for Determining Intangible Asset
Transfer Prices 411
(a) Comparable Uncontrolled Transaction
(CUT) Method 411
(b) Comparable Profits Method 413
(c) Profit Split Method 413
14.6 Political Risk 416
14.7 New Markets 418
14.8 Repatriation 420
14.9 Cultural Issues 422
14.10 Investment Risk 424
14.11 Legal Protection 428
14.12 Summary 429
14.13 Other Information Sources 429
15 Organizing for the Future 431
15.1 Mapping Intellectual Property 432
15.2 Identification 434
15.3 Assembled Workforce 437
15.4 Captive Spare Parts Annuity 438
15.5 Computer Software 439
15.6 Copyrights 439
15.7 Customer Lists 440
15.8 Distribution Networks 440
15.9 Trademarks 441
xviii
CONTENTS
15.10 Strategic Plan and Gap Analysis 441
(a) DuPont Merck 443
(b) Gap Analysis 444
(c) Future Game 445
(d) Future Winner 450
(e) Current Assessment 451
(f) Filling the Gaps 451
Appendix A Investment Rate of Return Requirements 453
Appendix B Financial and Business Information Sources 474
Appendix C Licensing Transaction Examples and Royalty
Rates 483
Index 525
xix ~~ |
| any_adam_object | 1 |
| any_adam_object_boolean | 1 |
| author | Ricketson, Sam 1950- Richardson, Megan ca. 20./21. Jh |
| author_GND | (DE-588)171092929 (DE-588)1143240057 |
| author_facet | Ricketson, Sam 1950- Richardson, Megan ca. 20./21. Jh |
| author_role | aut aut |
| author_sort | Ricketson, Sam 1950- |
| author_variant | s r sr m r mr |
| building | Verbundindex |
| bvnumber | BV021457622 |
| ctrlnum | (DE-599)BVBBV021457622 |
| edition | 2. ed. |
| format | Book |
| fullrecord | <?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>01493nam a2200373 c 4500</leader><controlfield tag="001">BV021457622</controlfield><controlfield tag="003">DE-604</controlfield><controlfield tag="005">20090826 </controlfield><controlfield tag="007">t</controlfield><controlfield tag="008">040816s1998 |||| 00||| eng d</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">0409312789</subfield><subfield code="9">0-409-31278-9</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-599)BVBBV021457622</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-604</subfield><subfield code="b">ger</subfield><subfield code="e">rakwb</subfield></datafield><datafield tag="041" ind1="0" ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="049" ind1=" " ind2=" "><subfield code="a">DE-M382</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Ricketson, Sam</subfield><subfield code="d">1950-</subfield><subfield code="e">Verfasser</subfield><subfield code="0">(DE-588)171092929</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Intellectual property</subfield><subfield code="b">cases, materials and commentary</subfield></datafield><datafield tag="250" ind1=" " ind2=" "><subfield code="a">2. ed.</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Sydney [u.a.]</subfield><subfield code="b">Butterworths</subfield><subfield code="c">1998</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">LXI, 1004 S.</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="b">n</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="b">nc</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Immaterialgüterrecht</subfield><subfield code="0">(DE-588)4026596-1</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="651" ind1=" " ind2="7"><subfield code="a">Australien</subfield><subfield code="0">(DE-588)4003900-6</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="651" ind1=" " ind2="7"><subfield code="a">Großbritannien</subfield><subfield code="0">(DE-588)4022153-2</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="655" ind1=" " ind2="7"><subfield code="0">(DE-588)4153616-2</subfield><subfield code="a">Fallsammlung</subfield><subfield code="2">gnd-content</subfield></datafield><datafield tag="689" ind1="0" ind2="0"><subfield code="a">Australien</subfield><subfield code="0">(DE-588)4003900-6</subfield><subfield code="D">g</subfield></datafield><datafield tag="689" ind1="0" ind2="1"><subfield code="a">Immaterialgüterrecht</subfield><subfield code="0">(DE-588)4026596-1</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2="2"><subfield code="a">Großbritannien</subfield><subfield code="0">(DE-588)4022153-2</subfield><subfield code="D">g</subfield></datafield><datafield tag="689" ind1="0" ind2=" "><subfield code="5">DE-188</subfield></datafield><datafield tag="700" ind1="1" ind2=" "><subfield code="a">Richardson, Megan</subfield><subfield code="d">ca. 20./21. Jh.</subfield><subfield code="e">Verfasser</subfield><subfield code="0">(DE-588)1143240057</subfield><subfield code="4">aut</subfield></datafield><datafield tag="856" ind1="4" ind2="2"><subfield code="m">HBZ Datenaustausch</subfield><subfield code="q">application/pdf</subfield><subfield code="u">http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=014677712&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA</subfield><subfield code="3">Inhaltsverzeichnis</subfield></datafield><datafield tag="999" ind1=" " ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-014677712</subfield></datafield></record></collection> |
| genre | (DE-588)4153616-2 Fallsammlung gnd-content |
| genre_facet | Fallsammlung |
| geographic | Australien (DE-588)4003900-6 gnd Großbritannien (DE-588)4022153-2 gnd |
| geographic_facet | Australien Großbritannien |
| id | DE-604.BV021457622 |
| illustrated | Not Illustrated |
| index_date | 2024-07-02T14:06:42Z |
| indexdate | 2024-07-09T20:36:25Z |
| institution | BVB |
| isbn | 0409312789 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-014677712 |
| open_access_boolean | |
| owner | DE-M382 |
| owner_facet | DE-M382 |
| physical | LXI, 1004 S. |
| publishDate | 1998 |
| publishDateSearch | 1998 |
| publishDateSort | 1998 |
| publisher | Butterworths |
| record_format | marc |
| spelling | Ricketson, Sam 1950- Verfasser (DE-588)171092929 aut Intellectual property cases, materials and commentary 2. ed. Sydney [u.a.] Butterworths 1998 LXI, 1004 S. txt rdacontent n rdamedia nc rdacarrier Immaterialgüterrecht (DE-588)4026596-1 gnd rswk-swf Australien (DE-588)4003900-6 gnd rswk-swf Großbritannien (DE-588)4022153-2 gnd rswk-swf (DE-588)4153616-2 Fallsammlung gnd-content Australien (DE-588)4003900-6 g Immaterialgüterrecht (DE-588)4026596-1 s Großbritannien (DE-588)4022153-2 g DE-188 Richardson, Megan ca. 20./21. Jh. Verfasser (DE-588)1143240057 aut HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=014677712&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Ricketson, Sam 1950- Richardson, Megan ca. 20./21. Jh Intellectual property cases, materials and commentary Immaterialgüterrecht (DE-588)4026596-1 gnd |
| subject_GND | (DE-588)4026596-1 (DE-588)4003900-6 (DE-588)4022153-2 (DE-588)4153616-2 |
| title | Intellectual property cases, materials and commentary |
| title_auth | Intellectual property cases, materials and commentary |
| title_exact_search | Intellectual property cases, materials and commentary |
| title_exact_search_txtP | Intellectual property cases, materials and commentary |
| title_full | Intellectual property cases, materials and commentary |
| title_fullStr | Intellectual property cases, materials and commentary |
| title_full_unstemmed | Intellectual property cases, materials and commentary |
| title_short | Intellectual property |
| title_sort | intellectual property cases materials and commentary |
| title_sub | cases, materials and commentary |
| topic | Immaterialgüterrecht (DE-588)4026596-1 gnd |
| topic_facet | Immaterialgüterrecht Australien Großbritannien Fallsammlung |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=014677712&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
| work_keys_str_mv | AT ricketsonsam intellectualpropertycasesmaterialsandcommentary AT richardsonmegan intellectualpropertycasesmaterialsandcommentary |