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vg_future

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vg_future

Re: None

Monday, 11/11/2013 2:38:22 PM

Monday, November 11, 2013 2:38:22 PM

Post# of 432703
Pegatron could be considerable for us next quarter as well. From a PR this morning

http://www.forbes.com/sites/timworstall/2013/11/11/apples-pegatron-the-iphone-5c-assembler-shows-how-tough-it-can-be-to-supply-the-company/?partner=yahootix

snippet from the articel above....
Pegatron Corp. booked record third-quarter revenue on Monday, buoyed by orders for the iPhone 5C as it became the primary supplier the smartphone for the first time.

I am surprised none of our analysts are projecting positive NEWS for IDCC based on this. So, it doesn't matter even if 5C orders have been reduced (as published in NEWS/rumors recently), it should still be better than what we are receiving today from them. Apple arbitration will add further fuel to this growth.

JMHO,
vg_future
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