InterDigital Inc (IDCC)

[The_Net]

That’s a good start but where’s the beef. My bbq pit will be lit up when the (Samsung and Apple) cows come home; re-sign with a fat rate.

Not much money to be made in the M2M business; Convida is essentially a remake of the slimchip with the JV backing by Stephens Capital funds for the cost this time around.

I think the SP might have a short-term negative impact when Market would realize that the Samsung revenue will be missed in the Q1 earning, or sooner similarly as it had happened in the LG case - $47 (01/2011) – $30 (6/2011)

http://finance.yahoo.com/news/samsung-widen-smartphone-gap-apple-034512486.html

“Global smartphone shipments will jump 27 percent to 875 million this year (do we hear the cash register ringing!)

South Korea's Samsung Electronics is forecast to sell 290 million smartphones this year, up from a projected 215 million in 2012, the research firm said. Apple's smartphone sales are projected to reach 180 million this year, up 33 percent from last year, slightly trailing Samsung's 35 percent increase.

This will give Samsung a 33 percent share of the 2013 smartphone market, up from last year's estimated 31 percent, while Apple will hold 21 percent, versus last year's 20 percent”