Replies to post #421602 on InterDigital Inc (IDCC)

[dndodd]

Probably sold them and themselves on by saying our crack licensing team can license this product too.

[M6]

And the Benefit Felix

Our portfolio just got significantly more powerful....IP in an exploding sector of growth-videow....added an experienced licensing team.....for $150M in cash and half the stream going forward from the Consumer Segment....i.e.- net new stream, not the current wireless stream....joint dev w/ a world class video R&D engineering team.

A trajectory change was needed.

What happens today happens....long term it just smells good.

JMO

[FISH21049]

EXACTLY - take over the risk. Not much that is "GOOD' that you can buy for $150 million.

While the current contracted revenue of the acquired business from Technicolor is much lower than its historical levels, InterDigital believes there is substantial unlocked licensing value in the Technicolor portfolio. The company also expects the net impact of the transaction on its core operating expenses to be modest. Consequently, the company expects the transaction to drive significant shareholder value, through the deployment of the acquired assets into both current license discussions and new license discussions in additional markets.

JMO