Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Thanks phill, that is a concise initial measure, the 5% and 1%, it would be nice to have additional confirmation. If that is the case, and IDCC is getting , let say, a quarter of that, the market caps of the two should have a ration of 20 (seems as if the market is "efficient" since the current ration of market caps is about 23...). Now, what is the typical "wholesale price of a handset, $10/$15 or twice as much?