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vg_future

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vg_future

Re: None

Thursday, 10/30/2014 8:52:38 AM

Thursday, October 30, 2014 8:52:38 AM

Post# of 432924
Two interesting things in the report

1. The year-over-year decrease in total revenue was partially offset by a $27.8 million increase in current patent royalties as a result of new patent license agreements signed in second quarter 2014.
Is this is a new one other than the Ericsson license? would be interesting.

2. Companies that accounted for ten percent or more of third quarter 2014 total revenue were Samsung Electronics Co., Ltd. (22 percent), Pegatron Corporation (20 percent) and Sony Corporation of America (13 percent).
If Pegatron can be 20% and then just imagine how much will be Hondai/Foxconn when it is signed.

Goodluck to all real longs! Great quarter!

-vg_future
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