Replies to post #4009 on Mosaic ImmunoEngineering Inc (CPMV)

[Salty Pepper]

Fut,

First, I always respect where your coming from. But this is from the Seiko press release. My first cut and paste!


Pohl stated. "As a result, investors expecting to learn the dollar amounts of revenues received by Patriot Scientific in connection with recent and future licenses will find that such information will be available only as included in regular quarterly financial statements filed by Patriot with the SEC."

Now if he said "we're gonna get so many of these we'll just hit you with a total" I'd be real happy.

I don't think it was unrealistic to expect the breakdown based on that statement, which he repeated in the Pentax pr.

Good luck to you.

JM

[DeepBlue1]

You mean we're back to this then.//sigh

It's only Friday afternoon and I'm hammering aspirins already.
What's wrong THIS picture?
LOL...sorry. TGIF

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By: lamberts_lunatics (From RB)
23 Oct 2006, 05:54 PM EDT
Msg. 184116 of 184122

Here's a breakdown of what a company paid for a license, and the overall revenue for the company. Since ALL of these companies to date focus primarily on chips or consumer electronics, it's pretty safe to assume that their overall revenues are very closely related to the amount of MMP infringing product they sell:

Chip Only Licensers:
$3.1M - AMD 5.91B Revs
$10.0M - Intel 37.11B Revs

System Licensers:
$26.4M - HP 90.02B Revs
$2.0M - Casio 5B Revs
$33.6M - Fujistu $44.5B Revs

First Quarter Signers:
We know the totals were worth $25.75M. Now that I read the 10Q, I do think that Pohl misspoke in the Wall Street Transcript interview, and there were probably only 4 deals in Q1. With that assumption, and Sony having the "distinct honor" of a discount, I'll guess the following:
My guess $15.85M - Sony 65.15B Revs
My guess $2.5M - Nikon 5.9B Revs
My Guess $5.2M - Seiko Epson $13.7B Revs
My Guess $2.2M - Pentax ?? Revs

Second Quarter Signers:
We know the totals in Q2 are worth $6.95M. Again, assuming that Q2 has 2 signers, instead of just Kenwood, I'll guess the following:
My Guess $4.75M - Olympus 8.3B Revs
My Guess $2.2M - Kenwood 1.5B Revs

While it does seem that Sony probably got a discount, compared to HP & Fujitsu, for whatever nefarious reason people want to assume, the upside is that the smaller companies DO appear to be paying more for thier licenses than the earlier quarter, where Casio, a $5B revenue company paid $2M, a ratio of $1 per every $2,500 of revenue. The current Q2 signers paid at the very least 1.77 per every $2500 of revenue, and that's assuming that Olympus and Kenwood are both Q2 signers. If only Kenwood is a Q2 signer, then that means Kenwood paid way higher than that.

Of course, these are very rough numbers, but if these are anywhere close, than a company whose product offerings are replete with microprossesors like the 11 companies signed to date, it appears as though you pay about $1 per every $2500 in revenue you make. If you take all eleven deals cut so far, and add up all the license fees paid, you'll see that they've collected $115M in license fees on companies with overall annual revenues of $287.5B.