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MB,
You are the ultimate super hero of cheerleading! But you also smoking a lot lately blowing out a lot of smoke screens nobody knows what it means .
But I remember some years back when expectation ran hi for Samsung re-sign, the SP traded as hi as $ 58ish and with lower cash on hand and a high share count. Look at today it speaks for itself, enough.
If today IDCC doesn't spent on legal fee so much, I can ALMOST guarantee you that the share price would rise another 30% easily. And that is reality, of course imo
Dclarke,
Quick thoughts.....
I believe that all those legal fees spent over the years was a bigger cost to shareholder than to the licensee unless if IDCC can recover that cost later but most often than not, it is NIL.
So it should be a softer rate, otherwise IDCC should maintain a firmer rate + legal fee cost + no volume discount.
pNokia will not settle because they abandoned the US market a long time ago which cost its own demise literally.
MSFT is an US company licensor powerhouse maybe they will license for going forward, a wiser strategy if u ask me.
DR,
Seems like we are back to square one, to me the only difference between Foxconn & Pegatron ( one of many ODMs) is Pegatron is paying royalty. But they both make phone for Apple!
Now that Apple 'knows' that they are not licensed for 4G, what happens to the royalties. Last time I counted Apple made 100 Millions plus of them, the question is Who will pay?
data_rox,
Happy Fathers Day to you too!
The point that I do want to make is that majority of the iPhones for 5/6 years was not paid a darn cent by Foxconn, in that sense I think it is a failure. And until they sign Foxconn we getting like 10% of it due royalty (revenue) now.
Data_Rox,
Then why are we NOT having Foxconn as a paying licensee then? plus the like of other ODMs who are manufacturing a ton of phones over all this years?
Gejebr3
Misconception?
If the Apple contract were done responsibly, IDCC would have hundreds of millions of dollars more in the bank, don't forget that was a stupid 07 years contract that covers 2/3/4G.
I just can't help myself.........
I am a first time poster on this board.
I would enjoy very much to have my name on that CP you mentioned, together may be we be heard.
I personally believe that this and previous Administration has this country setback a long decade of progress should have been made....
Regards,
Vtemo1
It is my suspicious that the Markman of Delaware has set all these in motion. Evidently then the Final ID is very very important Next step..."
Sab,
Let's follow your logic that MSFT would not allow itself to be entrapped......but I think that IDCC does n't need to or has to consent with to join the case,right!?
I think it is only because IDCC wants to settle, hopefully with a better result from MSFT. Now take that as it may, so what is the angle from pNokio if indeed all responsibility already assigned to MSFT? Why not let it be and have MSFT handled this???
Olddog967,
Let's hope that the Final ID be issued on time even if MSFT doesn't settle b4, because it is always good to have some sense of finality.
The irony is that both of these companies over so many years have been collecting a bunch of royalties themselves and yet trying to avoid payments to others so rightfully due?!!
I do hope
Olddog967,
With all due respect, my point is that there is another party that is doing exactly what Foxconn is contracted to do and they are paying (thank goodness!)royalties, what is the catch!?
Besides. Apple proclaimed that it has NO monetary obligation as a result of the arbitration, what gives?
Postyle,
We still need a license from Apple, who knows some day they might make a 'Superphone' in US which can call/receive from anywhere?
But first thing first sign that damn Foxconn contract and get my money back first.........
Olddog967,
Exactly the point here and has been the case, it is only fair that Foxconn to pay much much more than Amrima or Wistron given the magnitude of the difference, so why Foxconn still no license?
Just thinking out loud, if Apple lent a helping hand it could have been easily done because Apple is the ultimate master.
I deeply appreciated if some here can explain why there is no past royalties due from Foxconn being mentioned (while their smaller rivals are paying?), if not, I would like to suggest this question be asked at the ASM ????
TIA
Postyle,
Once all these go into motion, there ain't no STOPPING!!
With recurring and all those back-paid, this singing lady is going to be heard all around the globe....
For now a good chance of 30% of mkt cap increase b4 any SSSqqquueezzzzeeeeeeee happens!!!!
Future buy-backs should be coming!!!
It is such a shame that BM & Co can't sign Foxconn for last or past SEVEN years. My suggestion would be NO license for Apple if its largest ODM would not sign for licensing.
I find the China news very very interesting! The way their system works is like certain approval is required before anything get done and of course you don't sign to license and shit-face the gov in the process? So here coame the China NRDC news!
I believe something is happening very soon!
Data_Rox,
Hahaha, and i thought it was the chips (that gun barrel over the head) that did the trick! They did that to pNokia!?
As far as I know that is still true, but changes may be coming because some of the cheap phone may not have the need to use Qcom chips no more and there ends the reign.
Orientbull,
Samsung alone should kick it over $60+! Remember the float is smaller now. The certainty will add tremendously to the equation! Jmho
PS At that point and on, the cash on hand will become real cash!!
Jim Lurgio,
We are getting close to a dysfunctional system under a great premise of creating shareholder value?
Or 'for the people'
sigh
The inability to sign a good license is amazingly clear, time lapsed and the amounts pile up to be huge causing more resistance to license....... so the message: " we sign when the deal is right " resonates to become 'let's drag it out to the max' message by the opponents as a strategy appeared to work just fine.
Where is the common sense in all these things by the mgmt, it is all from the top. dude
dws,
I think you are referring to a different matter.
Foxconn and Pegatron are both ODM type of companies, they are ODM for Apple's iphone and ipad, even though Foxconn was almost the sole manufacturer for a long time until recently and still probably has 80%+ of the business with Apple. Now why is Foxconn not licensed is the QUESTION??
dws,
Foxconn (i.e. Hon-Hai )is a Taiwanese company.
As an ODM it should NOT be any different than Pegatron (for example) in legal standing, yet it is NOT a licensee for more than 7 years nad going..... I beg to ask WHY? why it is NOT licensed, Mr Bill Merritt?
And all Japanese cos are licensee now?
Data_Rox,
G'Moorning,
A conservative approach? Is it a possible explanation for NOT signing Foxcomm AKA Hon-Hai for the last 7 years,,,,, that Apple contract soon to be expired??
If Uncle Billy can explain while other licensed but Hon Hai ( Foxcom) won't. I just might vote my measly 12350 shares "FOR"????
Talking about the first-in-class license team !!!!
Amy Hood, CFO of MSFT states that MSFT's Q2 Devices and Consumers license revenue be 4.1 to 4.3 Billions dollars....
Except Foxconn/Hon Hai?
To Board : Can we have a view of Pro/Con of the 'RENEWAL' of the AAPL license on/b4 the expiration date of Jone 30th 2014, prior to a Huawei arb rate setting fiasco???
Dndodd,
Nasdaq site reports that John Paulson & Co. is the only major seller, as of Dec 31st 2013 it holds 1,603,000 shares, a minus of 45.26%. Not so sure about now?
It took the SP of $37 down to $28 average!
DnD,
It was common knowledge that Paulsen was down huge sum with the Yellow stuff, thus might be the cause of partial unloading of IDCC in his holding had to be the primarily reason the stock was giving ground if not the only reason?
In doing so he was the weak hand unloading, selling into weakness!
''It is time for MSFT to get invovled with pNokio licensing with IDCC. "
There is a very hefty fee as a break-up clause for either party? If an ITC ban will be enough as a deterence or concern for MSFT?
Ghors,
IDCC has been out played in the second round in which pNokio has strung IDCC along for a 9 year long ride to nowhere, more so now because pNokia will not have a handset business?
2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014,......
DR,
Thank you. AS expected they are try to strengthen their LTE IP portfolio. Very interesting!
I think IDCC should take them to Rocket Court to test the infra IP ASAP if I am the CEO.
To me IDCC get rid of the baggage which ties it to the handset IP.
IMO
Olddog967,
Thanks for your help.
Olddog967,
The East Texas rocket docket court has been well known for more than a dozen years now. I must wonder how effective this Court is. Would it be impossible to ask if you will help with finding the rate of successful appeals or ( if any )to CFAC from the Judge Ward's court. I do hope that you maybe interest in it too.
TIA
Data_Rox,
So what is your take on the HTC/NOK settlement? Does it means pNokio still has the power to muscle IP royalty even it will no longer making phones?
I also think that an effort should be made to solicit the academic world and related universities to join in and make comments?
GBR,
Kudos for posting that article by BM, if IDCC 's CEO is not going all-out to defend the company who else is more qualified to do that?!
A resounding voice be heard by all, I hope.
Belated but we still need it!