Thursday, December 04, 2008 8:31:41 AM
so mickey - I now remember that you didn't have a computer that allows you to see attachments or pdf's....so I will no longer point you to the information that allows you to do your own calculations.....but I think you would be tired of others always having to spoon feed you. Were you not able to see the images I pointed you to of the IDCC presentation either - is that why you didn't answer my questions?
So, what I pointed you to showed the following for Q in their FY08 which ended in September. It should be noted that I will use the assumption that 100% of the market (volume) is licensed even though Nokia only participated in a portion of the FY revenue, and there may be minor other players that do not participate in revenue.
QTL licensing revenue for FY08 was $2.77B
Device shipments for FY08 was ~462M units (CDMA and WCDMA)
= $6 per unit on an ASP of somewhere around $215 gives me an effective rate of around 3% based on the above for their FY08 in QTL. There may be some other offsets involved.
So I'm not a finance guy and may have some flaws in the above that others can correct, but that is what I see from my basic calculations.
In comparing IDCC to QCOM for you, the value companies get from Qualcomm's patent portfolio is significantly greater. This is not just my opinion, but that of the industry. Is it 3x, 4x, 5x, more greater? Much depends on the licensee.
Now, will you answer my questions? Or find someone to read to you the images I supplied from IDCC's presentation? Can you do similar calculations?
So, what I pointed you to showed the following for Q in their FY08 which ended in September. It should be noted that I will use the assumption that 100% of the market (volume) is licensed even though Nokia only participated in a portion of the FY revenue, and there may be minor other players that do not participate in revenue.
QTL licensing revenue for FY08 was $2.77B
Device shipments for FY08 was ~462M units (CDMA and WCDMA)
= $6 per unit on an ASP of somewhere around $215 gives me an effective rate of around 3% based on the above for their FY08 in QTL. There may be some other offsets involved.
So I'm not a finance guy and may have some flaws in the above that others can correct, but that is what I see from my basic calculations.
In comparing IDCC to QCOM for you, the value companies get from Qualcomm's patent portfolio is significantly greater. This is not just my opinion, but that of the industry. Is it 3x, 4x, 5x, more greater? Much depends on the licensee.
Now, will you answer my questions? Or find someone to read to you the images I supplied from IDCC's presentation? Can you do similar calculations?
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