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Re: spookytrades post# 58763

Wednesday, 07/08/2015 3:51:50 PM

Wednesday, July 08, 2015 3:51:50 PM

Post# of 68424
1) my emphasis was on infrastructure not "phone sales" so that is not what I'm saying

2) there are other OEMs (not to mention ODMs and EMS providers) that never licensed with Nokia for mobile equipment/products, but there is more to it than that... it's about who makes what products and where, what standards the products are compliant with, what type of carveouts exist/do not exist for certain OEM licenses, and many other considerations... since David Cohen was in charge of litigation/licensing in his previous job at Nokia -- he would know who to go after next (assuming there is a next mobile telecom target) and it's not like he is making a list for the public as that would not be a strategic move

3) anyone who says ZTE is only 3% of the market and "all the others" will fall in line is misguided... it's not like VRNG can go after Apple or Samsung (together these two make up approx half of the worldwide phone sales).. and there are many others VRNG can't go after

4) again, VRNG's patent portfolio as it relates to wireless is mainly infrastructure... not related to air interface or other handset/terminal techniques/processes... using global phone sales to compute estimates or analyze future targets is based on a failed premise

5) VRNG's patent portfolio bought from NOK is not all about wireless telecom, it covers other market sectors and that is why we have seen litigation against other companies (ADT, Tyco, etc etc etc).

Next.