Replies to post #410831 on InterDigital Inc (IDCC)

[LTE]

la-idcc-fan - just my 2 cents:

I don't think that you can directly compare Qualcomm to InterDigital.
I own both and they're both an important part of my portfolio. With
that being said, Qualcomm is a giant compared to IDCC and Qualcomm
Ventures makes very smart strategic investments in that country. These
chipsets make Chinese companies like Coolpad, Xiaomi, etc. possible:

<<JAN 17, 2016 SAN DIEGO AND BEIJING

Qualcomm and Guizhou Province Sign Strategic Cooperation Agreement and Form Joint Venture to Design and Sell World-Class Server Chipsets in China>>

https://www.qualcomm.com/news/releases/2016/01/16/qualcomm-and-guizhou-province-sign-strategic-cooperation-agreement-and-form

Qualcomm careers in China:

https://www.qualcomm.com/company/careers/locations/china

Qualcomm Ventures Portfolio - Xiaomi:

https://www.qualcommventures.com/portfolio/xiaomi

And there's a lot more Chinese names on this list:

https://www.qualcommventures.com/portfolio

With the above being said, I hope that InterDigital can grow enough
so that the gap in size between QCOM and IDCC closes somewhat.

[loophole73]

Qcom has charged licensees the same rate since the inception of it's licensing program. Nobody likes paying royalty; but, if you are confident that your competitors are paying the same, you can sleep at better night.

MO
loop