Wednesday, August 24, 2011 4:00:05 PM
Look, I just don't see how $6 Billion is reasonable in this war-like patent environment. Nortel's 6,000 patents sold for $4.5B. If just comparing apples to apples, IDCC has 8,800 patents with additional 10,000 pending. That's 3x Nortel which were 3 years old and only 3% LTE. The direct comparison would be that IDCC is worth 3x Nortel, or $12.5 Billion. Many analysts, as well as Merritt state confidently that IDCC pool is "deeper and stronger" than Nortels.
Then add on top of that 180 working engineers, seats on the standards bodies, M2M, video compression, etc. I don't see that $100 bucks a share (4.5Billion) is going to stand. The bidding may start there, but I see it quickly escalating into MPartners range of $118-$167. Apple alone can save $3 to $10 Billion by owning IDCC's patents for the next few years.
Then add on top of that 180 working engineers, seats on the standards bodies, M2M, video compression, etc. I don't see that $100 bucks a share (4.5Billion) is going to stand. The bidding may start there, but I see it quickly escalating into MPartners range of $118-$167. Apple alone can save $3 to $10 Billion by owning IDCC's patents for the next few years.
Recent IDCC News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/30/2026 12:34:10 PM
- InterDigital Announces Financial Results for First Quarter 2026 • GlobeNewswire Inc. • 04/30/2026 12:30:00 PM
- Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors • Edgar (US Regulatory) • 04/29/2026 05:42:47 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 04/24/2026 08:11:55 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 11:00:56 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:59:52 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:59:12 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:58:36 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:56:57 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:56:23 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:55:47 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/24/2026 10:54:42 AM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 04/20/2026 08:30:51 PM
- InterDigital’s NAB Showcase to Spotlight HDR Innovation for Advanced and Ad-Supported Streaming • GlobeNewswire Inc. • 04/16/2026 12:00:00 PM
- AI-enabled Pixel Value Reduction curbs energy use and extends video viewing by up to 22% • GlobeNewswire Inc. • 04/15/2026 12:00:00 PM
- InterDigital Announces Date for First Quarter 2026 Financial Results • GlobeNewswire Inc. • 04/14/2026 12:30:00 PM
- InterDigital’s Michael Starsinic Elected Vice Chair of 3GPP SA2 • GlobeNewswire Inc. • 04/14/2026 08:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 12:34:53 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:05:41 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:29:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:27:43 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:26:12 AM
- InterDigital awarded injunction against Transsion • GlobeNewswire Inc. • 04/01/2026 12:30:00 PM
