InterDigital Inc (IDCC)

[patopinion]

Orientbull, I don't know whether Huawei is fixed or not. One could think well it does not matter. If there are a billion smartphones sold worldwide what does it matter if Apple or Huawei sells more phones than the other one as long as they are both licensed. Unfortunately it is not that simple. Huawei is involved with base stations and smartphones. I know Apple is involved with cell phones. When IDCC does a license does it apply specific patents or a broad portfolio of patents to determine a license amount for each licensee. Do video patents apply to all licensees. Maybe most analysts have avoided following IDCC because there simply is not enough transparent information to place a fair value on the company. Personally I think IDCC is worth a lot. But I don't know how much. As one poster pointed out there are a lot of talented people working for IDCC perhaps because they see an innovative company that is small and they have a chance to make a difference. I look at a lot of companies with much higher valuations and they may offer entertainment or whatever and I look at what IDCC has contributed over the years to communication and I wonder who is really benefiting society. As David Goldman of Asia Times has stated broadband is to the 4th industrial revolution (data and AI) as what railroad tracks were to the industrial revolution in the USA in the 19th century.