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vg_future

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vg_future

Re: Data_Rox post# 381581

Wednesday, 02/05/2014 6:58:28 PM

Wednesday, February 05, 2014 6:58:28 PM

Post# of 432703
If things were/are logical:

Pegatron should be positive from last quarter for the following reasons.
- Pegatron has other mobile devices for which they pay IDCC
- iPhone 5C was not there last quarter...so, never accounted towards IDCC's revenue
- no analyst considered iphone 5C and said that IDCC should expect more this qtr...to now say that the estimates are lower

Anyway, when compared to last quarter, iphone 5C should be additive that was never accounted for and adjusted in IDCC's revenue projections...so, why worry that we might get less of the additional money.

JMHO,
vg_future
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