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Re: Data_Rox post# 271184

Wednesday, 09/23/2009 5:03:50 PM

Wednesday, September 23, 2009 5:03:50 PM

Post# of 432720
Data- Mediatek is much older than Spreadtrum and -incidentally- i believe it is Korean, not Chinese. SPRD is the only Chinese fab that IDCC has licensed that I am aware of. So why do you say that IDCC "does not need" Sprd to access the Chinese market? Since SPRD's low point 2nd quarter, they announced that they were selling chips to Samsung. They also advised that their 3rd qtr. revenues will be greatly improved. Since they have at their fingertips IDCC's knowhow, I'm betting on them. Sprd could have been brought about a year ago (after the IDCC license) for $.70. It closed today at $4.18 - a new recovery high. About a 600% move! I sense that there is more good news to come. IMVHO.
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