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Re: techinvester post# 332619

Saturday, 08/20/2011 12:47:13 AM

Saturday, August 20, 2011 12:47:13 AM

Post# of 432884
Techinvestor, you are absolutely right about your QCOM analysis. Thanks for your well researched information. IMO, QCOM has as many
reasons to buy IDCC as AAPL, maybe more so. For years we were in a
parallel course to them in patent licensing of phone patents, without the chip business. If there is a company that understands us, its QCOM. Our engineers will fit into their operation well after
a purchase, the additional patents will make them the pre-eminent
licenser of phone patents as an almost singular source. My concern is that they dont have the cash reserves of the other interested bidders, and our chances of a greater than 6B sale wont be in the cards. At 6B, that would be a steal for them going forward and I
think IDCC would stay independent at that price. But they got
us once before on CDMA, maybe they are looking again for a deal.
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