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Okay, thanks for the clarification olddog967. Much appreciate it.
-vg_future
China mobile iPhone - Is this CDMA based iPhone and if so, isn't it Pegatron that makes these phones...and hence excellent revenue potential for IDCC as well. I hope the NEWS agencies pick up on this and give due attention to IDCC's valuation.
http://seekingalpha.com/article/278596-it-s-huge-apple-s-possible-partnership-with-china-mobile?source=yahoo
-vg_future
Thanks for the explanation. Appreciate it. I will flag the message as suggested if the free membership allows it. EOM.
dan7211, I would assume you meant 9 bill not million. EOM
-vg_future
Regarding the patent valuation, I will take IDCC's management's comments over some of the experts' comments on this board and here is why....
the people who took management's word for the incremental licensing rate regarding the LTE patents on top of 3G patents when they said they are expecting only a small increase (is it because it is small?) are refusing to take the same management's word when they said IDCC's LTE patent portfolio's value is greater than the then estimated Nortel's patents worth of 2 bill.
Now....we all know how valuable Nortel's patents are....so, take your own guess about IDCC's patents and be liberal....we don't know how much was Nortel getting as licensing fee for its LTE patents, but yet it's valuation turned out pretty big. So, I would say that in this patent fight environment...IDCC's patent treasure is very valuable.
JMHO,
vg_future
Looks like Apple paid 2 bill for LTE patents and few other patents....so, considering the percentage of LTE patents owned by Nortel, it could give us an estimate of IDCC's LTE patents alone.
from the article
http://tech.fortune.cnn.com/2011/07/02/apple-takes-the-patent-wars-seriously-google-not-so-much/?source=yahoo_quote
Apple paid $2 billion "for outright ownership of Nortel's Long Term Evolution (4G) patents as well as another package of patents supposedly intended to hobble Android."
-vg_future
That is what I am saying. There are no patent claims against IDCC...so, NOK cannot fight back with more patents or with what it has. I can only defend against IDCC's claims. There is no cross fight as far as infringement is considered.
-vg_future
I suggest you read the history before you post. IDCC is not a manufacturer....so, NOK cannot fight IDCC (even with assistance of MSFT) with a patent war chest.
-vg_future
AMCJAX, small correction. RIMM got part of Nortel patents. They are in the group (paid 700 mill) that won the bid.
-vg_future
Who didn't get Nortel patents....GOOG....who is out there with an excellent portfolio...IDCC....maybe we will see some action now.
Goodluck all longs!
-vg_future
Is there any NEWS? I see a bid of 39.30.
-vg_future
Thinking out loud. If not for IDCC's existing license with HTC, it would have made sense for AAPL to acquire IDCC and cross license with NOK instead of paying them (as per the NEWS sources maybe billions over period...atleast 1/2 bill for the past payment and ongoing 1% to 2% of 43 bill AAPL sales...means between 430 to 860 mill a year...ofcourse we don't know the actual agreement). Since HTC is signed with IDCC, AAPL case against HTC at ITC (did AAPL sue Samsung as well) would lose teeth...and hence the advantage for AAPL would be minimized in JMHO. AAPL could also use IDCC's patents against other manufacturers if they ever sue AAPL. It would have been an excellent value add.
At this juncture, probably it makes sense for HTC, RIMM or some other manufacturer with less patents to acquire us (instead of paying the big manufacturers...like Ericsson or NOK...NOK seemingly interested in pursuing other companies for patent licensing as per this morning's NEWS).
Maybe this is just dreaming....
-vg_future
IMHO, they would have to sign a modified license because the liability comes from Nokia's side and Samsung's license wouldn't cover that. As Olddog967 clarified this from MSFT and NOK's combination last week (or the week before), the buying entity will take on the liability.
-vg_future
All, quick question...sorry, if someone already posted this. Is the Director who keeps pumping money into the parking business still on the board or did he get voted out?
TIA,
vg_future
sloane6, exactly my point. Nobody knows what qualifies for an 8K in IDCC world....so, equating "filing of an 8K" to Apple or not would be a mistake. Rest is all speculation and opinions...odds are same on either side.
JMHO,
vg_future
sloane6, please refer to some of the other posts on the board (probably olddog967 or rmarchma) regarding this. You might not see an 8K even if it is Apple....so, in other words having or not having an 8K might not tell us who switched to per unit license. We might have to wait it out till it becomes >10% reportable item or otherwise.
JMHO,
vg_future
bulldzr, exactly. That is my feeling as well. He might be right sometimes, but his faith/loyalty towards QCOM makes him rule out potentially IDCC favorable stuff as rumors while supporting a similar one in case of QCOM as a fact.
-vg_future
bulldzr, no big deal. EOM.
-vg_future
bulldzr, not to get into this unnecessary back and forth...here is what I said
assuming that QCOM got the business (strictly based on rumor) and also assuming that IDCC wouldn't get money or much money if QCOM gets the business
I didn't mean that it is from the chipset...probably I wasn't too clear on that which made you think that i was referring to money from the chipsets...what I meant was from the handset. Anyway, it doesn't matter and we agree that we could be money from other sources.
Goodluck to you.
-vg_future
bulldzr, I am not talking about receiving payments from QCOM...the possibility could be from manufacturer or Apple itself.
-vg_future
JeffreyHF, it would help to save board space and time if you could explain....particularly if you are trying to help the investors set realistic expectations.
-vg_future
JeffreyHF, please go back to your post where you questioned how IDCC would make money based on a rumor that QCOM chips will be used. Nobody knows until the iPHone comes out and someone dissects it, but you are quick in trying to rub it in assuming that QCOM got the business (strictly based on rumor) and also assuming that IDCC wouldn't get money or much money if QCOM gets the business.
IMHO,
vg_future
okay, thanks. EOM
Luckyk57, what is 19:04 AM? Is it mis-printed instead of 9:04 AM?
TIA,
vg_future
JeffreyHF, are you a licensing guru? Have you seen IDCC's license that no analyst could understand till now. Why don't you sell your services to IDCC...or are you already QCOM? You started this whole chain by posting a question to bulldzr based on your faith in a rumor while questioning bulldzr's faith.
JMHO,
vg_future
JeffreyHF, I think you need to do more research before you start questioning. Foxconn is not a licensee, but Pegatron is and Apple just started using Pegatron. So, you could be seeing more in the coming quarters. The obscure nature of IDCC's license makes it harder to decipher and pinpoint.....so, I would wait for things to become more clear on their own.
-vg_future
That is exactly my point...until proven...rumors are rumors. There were rumors before 3g iPhone as well. Probably, this time the rumors have more credibility, but again rumors are just rumors. Anyway, I took objection with the following message that you posted which assumed rumors to be true and also removed the fixed fee (and maybe variable as per some calculations) license from the equation.
How do you suggest IDCC will make any money from the iPhone 5?
-vg_future
Unless Apple moves away from the existing stack, IDCC would make money on both license and chipset. Did you hear otherwise other than the rumors at this point? I would rather wait for iphone5 and the dissection that follows that before I start questioning the money that IDCC will be getting.
I know bunch of people questioned IDCC's role in iphone 3g and found otherwise when it was actually released.
JMHO,
vg_future
I think RIMM's numbers wouldn't hit us until one more earnings reports (not the next one)....a lot could and would change before then. I hope no one is shivering with fear. I am thinking if one of the "fear mongering" analysts...usual suspects...playing the game.
JMHO,
vg_future
squingeqbob, thanks for the clarification. Appreciate it. EOM
-vg_future
squingeqbob, thanks. So, was he referring to the ones that are already signed (Pantech and Acer) or the ones that went past economic discussions? Typically in the bag would be something that they would announce soon. I thought you are referring to the later (not already signed) when you said in the bag.
Thanks again for the clarification.
-vg_future
squingeqbob, was that in response to Shuttleworth's question? TIA.
-vg_future
Read squingeqbob's post.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=62534307
-vg_future
It could be indirectly tied to the fruit company....Infineon/Intel?
-vg_future
nokiashill, is that your opinion....if so, state so. However, it looks that it might be your guess.
-vg_future
JimLur, definitely. I take that as a positive sign. Now, a good earnings call from IDCC would really add to the fire. Add positive CAFC ruling to the mix and we have a real winner. There are so many potential positive things on the horizon for IDCC and all we need is few of them happen in a streak....
Good luck to all longs.
-vg_future
Cramer is saying BUY again at these levels.
http://www.thestreet.com/_yahoo/story/11092632/1/mad-money-lightning-round-high-on-interactive-brokers.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
Bunch of nervous guys showing up on the board saying that the price will go down. I think the biggest weakness of this stock is its investors who don't have any confidence....even at 55 or 58, IDCC is undervalued (low PE). So, all these guys never believed that IDCC should have gone up and deserved to be over 50. When they were supporting IDCC, I guess that is all pure lip service...no faith. They should just sell if they don't believe in the potential. I am tired of these guys setting the expectations and start bashing after the earnings.
JMHO,
vg_future
Try pulling the daily chart and look at the volume at which the price decreased before forming opinions and posting them. This doesn't look any different from typical low volume manipulation. There was jump in the volume in the first hour, but that didn't result in an upswing or down swing of the price.
JMHO,
vg_future
olddog967, thanks for the clarification. As I said, I am not sure what all is covered in the agreement. All I was saying is that the MSFT and Nortel link might not change the NOK - IDCC issue and NOK will not be any more safer (than what it was) now that it got in bed with MSFT. Some on this board seem to be worried about that.
-vg_future