1. Intellectual Property Portfolios in Business Strategy Master in Engineering Policies and Management of Technology (2001) Carlos Mora, Nuno Constantino

2. Agenda Corporate objectives of IP protection Dimensions of portfolios classification Affecting factors of content and structure on portfolios Other considerations

3. Corporate Objectives Near-term competitive protection Design freedom Litigation avoidance Base for alliances and joint ventures

4. Dimension of Portfolio Classification The Technologies (breadth, depth) –Xerox Strategic Objectives and Intent (corporate objectives) –Merck and Eastman Chemical Strategic Use (Defensive and Offensive) –Merck and HP Value (exclude or product returns) –Xerox and HP Income and Cost –Texas and Dow Chemical

5. Affecting Factors on Portfolios Philosophy of Function (protection or increase value) –SBUs structured (Eastman Chemical) versus –Central Management (Xerox) Business Strategy Focus (broadly or narrowly focus) –Xerox versus Merck Strategic Objectives and Intent (future plans) –Design freedom, litigation avoidance, exclusivity and blocking Strategic Use (present concerns) –Plus negotiation and technology stature Company Size

6. Other Considerations (PT) Copyrights and trade secrets not accounted