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wow, who owes IDCC?
"This $10.9 million increase in total revenue was primarily attributable to $22.3 million of past sales recognized in conjunction with a patent license agreement we signed in December 2012 with a new licensee." Interesting they must have kept this one a secret---shame shame shame
Some commented that the Sony announcement and the IDCC later than usual conference call was strange...its hard to say what the news will be--but the volume today speaks or spoke of something
Well we know that Shutterworth is not moving the stock up--his report is good , bullish, and it should be up based on his report---I've read it 4X and feel better now--
they are LOW, solid legal ground will give way to more deals--we still haven't factored in Sony--and how that will work--and should know more today--
OT,interesting case at the SCOTUS, on patented seeds, Monsanto took a farmer to court on replanting a genetically modified seed--Bowman v Monsanto....
Any chance we might see some arbitration money tomorrow?
Someday it will be over, and we will be on to something else--
if our LTE is as strong as it should be, we should be able to bundle a settlement into some future licensing deals very easy----our best days are ahead of us-----
Looks like they are throwing everything including RIP ALJ Luckern at them ITC---amazing how Nokia seems to find ways to wiggle around---I hope the ITC sees this for what it is, another delay tactic--
The Munich-based patent firm's lead counsel, Dr. Wolfgang Kellenter of Hengeler Mueller, did not comment on the enforcement measures allegedly taken but claimed that HTC had been unwilling to come to the negotiating table.
German Customs are seizing 3G handsets by HTC, and Dr. Wolfgang knows how to get this done----
Foss Patents reports
Didn't the OHMY committee rule we are FRANDLY in all ways---?
we didn't appeal prior art-would seem to me this was already covered---claim constructs are on our side now, so this shouldn't be hard to decide---the end goal is settlement--and we have 2 more cases----
Didn't we have a joint venture agreement with Nokia one time? How come we ended up here? What gives, they seemed to have turned hostile on IDCC.......
I saw that: someone with a GS account in a foreign land--?
made a cool 1.7mil---some use the option trades as indicators of the future--they would be the first place the SEC would look as they did on this trade---
we are at the ITC, not CAFC, but we do have a CAFC case pending-- Its easy to get all these courts mixed up---
If Interdigital, went to the expense to have this remanded, don't you think the patents are , where , now being infringed? if these new constructs don't prove that then just wasted millions in legal fees---if we can't get the Commission to "see" these are being infringed , then our efforts where totally lost---how can they not with the new claims constructs rule the other way---?
I wonder if they use the same desk signs in the ITC as the Pentagon
"the nature of my work is so confidential, I refuse to tell anyone what I'm doing today"
Ok
Seems like they , LG, would see the "light".
These guys are all spending, wasting valuable time, money on these cases.
I can't imagine the legal bills, in weight? Seems we could "all
just get along"....
What exactly are we appealing to the CAFC in regards to LG?
So having Qcom testify is good for IDCC, I suppose?
Totally agree with you, in the 80's we banned exports of computers to most countries, we had massive restrictions on what could be exported into the eastern bloc country--you went to jail for subverting these laws--today we are allowing potential hackers to have access to the most sensitive data, via wireless phones---- corporate espionage
A smartphone has 300X more computing power than most 1988 PCs, and doubling each year----
LG, is it possible we could have an LG settlement and license soon? this would be great news?
The average investor holds a stock 7mo, some 7seconds, Long Term is minutes, or days..looking at the financial reports, balance sheet the company is in a lot better condition than it was 10yrs ago, you seem to forget they signed Sony , and have a JV with them....this alone could unlock more value, and Sony seems to have joined IDCC for some strange reason they didn't litigate......surely you wouldn't expect Nokia to fork over 800million dollars without a fight? it has to to fight--and keep fighting--I believe IDCC will prevail in the end--remember one time RIMM then was about to be shut down by a court order? Blackberry understands this--Nokia has never had to face this--and I suspect Redmond Wa would be very concerned if its phones were excluded---IDCC is on the offense, exactly what they should be doing----
IDCC has already proven itself to be shareholder FRAND-ly, and they will continue to return to shareholders, I don't think there's a better investment "out there" , we are now approaching 2-3 cell phones per person on earth, and all those will be upgraded to smartphones/tablets over the next 3-4 yrs, the market estimates are all under estimated....
LJ
I would have liked to have seen us with a gain today, but such goes business a the courthouse------thanks for the reports---
Is the Nokia that's on appeal and back to ITC , when does it come up?
or is it bundled into this case? I one domino is all IDCC needs to settle a lot of legal issues---one positive win---if the Nokia is a win--then I would assume these others would be as well---
good response, we are in the Information age, smoke stack to digital for at least 30yrs. The USA owns the world of global telecommunications standards, processing, design and global innovation and invention--in products and infrastructure---the investment to get here was a result of public funding, private funds and many countless failures built upon one another....are we stupid enough to let foreign nations subvert our laws, take our technology, pillage our designs and not protect them? I think not....
IDCC has proven itself to be "shareholder" friendly in distribution of capital---and I assume the future will be no different---the mgment has been as straight forward as they could---the company is worth more today than ever--it has yet to realize its full potential--Nokia will settle or face retribution that would harm its partner Msft---can you see a world where Dell went private like last week? for what I would say pennies on what it was once worth--Nokia will probably take the same path---
Say on Mickey, you can speak anytime, there's no problem with expressing whatever you feel like in the open marketplace of opinions-------
Good news more assets we can attach to in judgements....
I say a Win in any of these cases would unlock value in IDCC as a Patent offensive play....Apple...or others..mainly Apple, if Apple could spend 4-5 billion for IDCC and build its offensive Patent IPR portfolio--this has been my list of 4 best case scenarios for IDCC
If IDCC scores a hit with Samsung on a exclusion order, how would it make Apple feel? what kind of premium would that put on IDCC shares--?
Looks good, vol up , should be some good news around the corner
what's this case number?
Kind of Off Topic: I would call Arm Holdings an NPE, take a look at the growth they're reporting, "Q4 revenue came from the sales of about 2.5 billion ARM processor-based chips, up 13% year-on-year" from Arm Report----
where Intel has to build a 5billion chip plant, Arm is licensing its technology to others, the margins , the margins, the margins---
Something to keep in mind, tablets are connected devices, and have to be licensed: "Tablet shipments worldwide reached a record total of 52.5 million units in the fourth quarter, up 75.3% from close to 30 million units in the same quarter in the previous year. Spending on the devices got a boost from lower average selling prices, new product offerings, and increased holiday spending, IDC said.
The growth in the tablet market is in sharp contrast to the PC market which saw shipments decline during the quarter for the first time in over five years, the research firm added. Tablets and mobile devices are expected to have cut into sales of PCs, according to analysts."
again the numbers for IDCC are staggering, with say 50million tablets sold and 100million per month phones....
Analyze these projections and if we collect on 1/2 or 1/3 of this market we are looking at 800million+ revenue in less than the company expected--
We are entering a "new" world in licensing revenue potential
your observation is good, they seem to be in lock step, like a lot of Chinese companies do--of course they all have the same ultimate leadership in China-----some here could give us the exact numbers: just on surface a .75cent license would mean several 100million per year in revenue from ZTE...this would get us well on the road to 800million per year in revenue for 5--8 yrs--more more--l.00 would even be better---someone said there's 6billion "cell phones" in the world---the ramp up of smartphones is faster and under estimated on all fronts---PC makers are still selling about 80million PC's per month---Smartphones are selling over 100million per month world wide--the numbers are staggering.....
A good day, it appears we got what we asked for ..can't see Samsung's argument of "we had a license now we don't so leave us alone".
hey these letters cost about $5000/each,
So now we have 2 investigations going with Nokia, our willing licenseee? Correct---? LJ
why wouldn't it be accepted? Sammy is selling infringed products, importing for sale, and manufacturing products with our technology,
that was a lame response from Sammy yesterday or whenever.
Get a new license like Blackberry did, time to pony up--if they want their IPR respected, respect others---