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insider sell
2012-09-05,Director,KAMINS EDWARD , sell 2000share, $33.73
I agree. To form an effective team is not an easy job, especially with time pressure.
Although idcc has disappointed us repeatedly, their engineering team is quite effectively accumulated so many patents.
MO, the engineering team worth some good money.
I don't think the "deal" has put the whole story.
"Deal" mentioned that there are several bidders. And the numbers are at 1-2B level.
Imaging, if you are A company been invited to a bid, by Barcley or Evercore. Then you have two options.
1, politely recline to bid, or
2, to bid at lease higher than the current market.
Because if you bid a price lower than the market, you just humiliate IDCC BoD, Barcley and/or Evercore. That makes no sense.
So if there is several valid bids as mentioned by the"Deal", the overall price can't be 1-2B.
Let's see whats going on.
good news, its still on.
http://finance.yahoo.com/news/InterDigital-Announces-bw-153976886.html?x=0&.v=1
JimLur, this feature was demonstrated at this years google I/o. They call it google @home.
I guess appl intc msft will all have it soon.
John, first, I say it's just a rumor. On the other hand, Shenzhen is quite safe, just like New York. But you can't these large cities are safe everywhere.
Heard a rumor regarding IDCC's lawsuit against HuaWei and ZTE at ITC.
Before the lawsuit. IDCC lawyer visited ShenZhen (The city of HuaWei and ZTE's HQ). The discussion is quite friendly, and everybody believed that the deal will be done.
To everybody's surprise, when the lawyer back to US, IDCC filed the lawsuit. So they investigated and found out that a day before leaving ShenZhen, IDCC lawyer was beaten by unknown person, for unknown reason. What a surprise.
The whole industry know that HuaWei and ZTE are not brothers, they competing with each other severely, with cutting throat strategy worldwide.
No body know what the lawyer agreed with these two fighting brothers.
Show day vs. Slow day
google's back off has it's reason. google relies on advertise money, through its free software and application. idcc relies on royalty.
if google buy idcc, they may need to weave the royalty payment to be consistent with it's original business model.
intel, Microsoft, apple, qcom have another business model. they charge for their product. the charge may include ip and software, so they may view idcc more valuable than google.
Some of my intel friends told me that Samsung has interest in meego, intel may work with samsung on that part. It will be a foursome play: apple, ms/nok, google/moto, intel/samsung. With the rest play multiple os.
So an intel/samsung consortium, become reasonable.
Qcom may interest in some of the idcc's patent, but for cost and antitrust reason, it may join some team, maybe apple, maybe ms.
2,500,000,000 for part of Nortel's patents. This is not a company acquisition, so in statistics, they never spend more then $1B, but in reality, they know and pay huge for IP.
Saw idcc, ask: 114.99 , bid: 65.01, LOL
Intel can be listed as second to msft.
1, compete qcom
2, leverage google&apple to support it's x86chip.
Thanks, so if it is apple as the final winner, it is double benefit. With the deal gain, and ride with the stronger apple to beat g/m and m/n.
If it is stock, and we don't sell the buyer's share, we don't need to pay tax, am I right?
good analysis,but I guess msft will be the most possible winner.
To enhance Samsung's own OS bada, means it needs Its own IP protection. How? Bid for IDCC independently.
email sent
Sent. with no attachment. Anyway, just to add a headline to David's mailbox.
Add some expert comments regarding IDCC here.
http://weibo.com/profile.php?uid=1964895613&page=2
Above link is in Chinese, it is Chinese's clone of twitter. This guy is HuaWei's Director if IP.
He replied my comments, saying that IDCC patent is good, if Google buy the company, it will help the overall Android ecosystem.
Don't know if a China company can buy IDCC, maybe not. Anyway, a stack holder confirmed IDCC value.
Slacker, thanks, your reply helps.
Is Moto 17000 patents really powerful?
checked this site:
http://en.wikipedia.org/wiki/List_of_top_United_States_patent_recipients
In 1997 and 1998, Moto is ranked No.4 in the US patent list. In 1999, Moto is ranked No.8, In 2000, Moto is ranked No.9. Afterwards, Moto dropped out of the top ten list.
This site doesn't have data before 1997, I guess, based on Moto's business, they shall be at the same strong position in the whole 1990's.
The logical guess is, Moto's patents are mainly 1990's. At that time, Moto is a strong player in Satellite(Iridium), Analog phone and 2G phone&infrastructure.
In 3G era, Moto didn't play very well. Its 3G infrastructure technology are mainly from HuaWei, a China company. It's phone are losing ground to Nokia.
With the product lossing ground, I don't expect they have a strong IP development in house.
So IMHO Moto's patent power may not stronger than that of Nortel, not to mention IDCC.
Google is buying the Java license. These 17000 patents are just by-products and just secondary class products.
It is Microsoft who want Moto first.
Don't know if it is true, the link.
http://gigaom.com/2011/08/15/guess-who-else-wanted-to-buy-motorola/
If this is the case, then MSFT maybe the suitable buyer. I also include Intel in this possible buyer list. Intel is rich, it want 3G/LTE patent + its next generation x86chip to fight Qcom.
Thanks, hock1, let's whats going on. Maybe HTC give a merge offer.
Google’s John Lagerling Declares Intent To ‘Protect The Values Of Android’
I am quite curious: How Google do that?
The link:
http://www.talkandroid.com/51272-google%E2%80%99s-john-lagerling-declares-intent-to-protect-the-values-of-android/?utm_source=feedburner-ta&utm_medium=feed&utm_campaign=Feed%3A+AndroidNewsGoogleAndroidForums+%28Android+News%2C+Rumours%2C+and+Updates%29
Google’s John Lagerling, Director of Android Global Partnerships, spoke at the Pacific Crest investment conference proclaiming that they have “very strong paths that we can take to protect the values of Android” and continued with a declaration for their want to protect innovation while working with its partners to protect the values of Android and fend off patent lawsuits. Patents, he said, should enable innovation whereas they are currently being used to stifle innovation, something that’s not “good for consumers”.
His words come on the heels of an attack last week on Apple and Microsoft for a partnership that won Nortel’s mobile patent portfolio, not to mention the hot-button topic of Google’s ongoing court battles with Oracle over Android. On the specifics of their paths of action he remained somewhat cryptic, but it is clear that Google is ready to continue the fight.
Read Mr. Lagerling’s statement:
Without going into too much detail, I do think that we have very strong paths that we can take to protect the values of Android that we have built through the open-source Apache 2 license with our partners. Obviously, Google doesn’t build — we don’t build phones and devices, but we had a vested interest in protecting the values of the Android ecosystem.
So when our partners are being attacked by aggressors, which we see as materially unfounded, it’s something that we join up together with our partners to resolve. And we have, I think, several options that we can take that will help protect the values of Android.
So again, we want to protect innovation. Patents were supposed to be there to enable innovation and monetization of innovation. When it’s being used in a prospective which is more to, as we see it, stifle innovation, it’s not something that is good for consumers.
Android is the only operating system, modern smart-phone operating system, that exists on devices that cost $200 or less. That is what is enabling the next billion of users of the Internet on mobile in the world. There might be players that are not so excited to see the margins and the prices go down like that and the variety that Android enables, but I think we are very convinced that we will be able to continue and create and protect the value of Android.
HTC to make Big Announcement tomorrow Morning 8:00am PT. quite unusual, maybe patent related.
http://htcsource.com/2011/08/official-major-announcement-from-htc-scheduled-for-tomorrow-morning/
Big news of Moto.
If google don't protect Android, its allies may soon jump ship.
Moto is considering to adopt windows phone, for ip security.
http://m.examiner.com/examiner/pm_60970/contentdetail.htm?contentguid=DftueY2K
Intel will, to get a position in mobile computing.
Qualcomm will, to strengthen it's profile in LTE.
Badgerkid, This is a great info. It clears the DOJ issue completely. Google is not the target, Google is invited as a partner. What a joke!
Please include Intel in the list.
Intel want to get into the mobile business, with its x86 architecture. What they miss? two parts:
1,low power consumption chip
2, more wireless IP
We all now the importance of first part, but why the second part so important for a chip company?
I am living in China, so I tell a story in the china market:
Nokia didn't lose to Apple, it lose to MTK. Five year ago, Nokia occupied majority of the $100-300 handset market in China, and maybe 90% in India. Now they are considering to quit that market in China and India, why? So many small companies in China build quality low cost phones based on MTK chip solution.
MTK was so successful, once it was the most valuable company in Taiwan.
When MTK wanted to migrate from 2G to 3G, they signed a license agreement with Qualcomm. At that time, MTK claimed it was a victory, as the agreement is $0 license fee. But MTK is wrong big. The condition is: MTK need't pay Qualcomm, while the phone manufacturer need to sign license with Qualcomm individually, before MTK can ship the chip. These phone manufacturer are all small companies that have no negotiation power. So when these companies approaching Qualcomm for licensing, either they got no response or they were asked by Qualcomm reps to buy chips from Qualcomm instead of MTK. MTK now face a big problem in 3G world and its share price are declining sharply.
Intel may face the same problem as MTK. It is getting into a new area, where its tech and IP can't help. Intel is fiercely solving its tech problem(power consumption and SOC), It may need to solving IP problem as well.
Intel's wireless bet is WiMax, where the world is toward LTE, so they need to build a LTE related IP base.
With the deep pocket as Intel, it can partner with Google or do it alone.
Here is the post link:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=1980738