Because of mschere's post I added 3 more companies to my list which is now upto 26 revenue events for 2005. One of these years when I get some time I'd like to take a stab at doing revenue projection for these events based on existing licenses. This will give a clearer picture of what price point IDCC can reach.
SIRI has a $3.7 billion market cap.
Market Cap: 3.73B
Also they had about $10 mil in unprofitable revenue last quarter with $120 mil operating loss.
Total Revenue 9,291
Cost of Revenue 22,124
Gross Profit (12,833)
Research Development 5,119
Selling General and Administrative 77,868
Non Recurring - 74,860
Others 23,688
Operating Income or Loss (119,508)
So the reason SIRI is worth 4 times IDCC is because Wall Street sees potential. The 26 items below represent IDCC's potential. Of these 26 items NONE appear to be priced into this stock. The fact remains that while SIRI may capture a heavy percent of its future market, the companies and events listed below MUST occur if international patents have any meaning.
1. Nokia 2G revenue.
2. Nokia 3G.
3. Samsung 2G.
4. Ericsson 3G.
5. Samsung 3G.
6. Siemans 3G.
7. LG 2G.
8. LG 3G.
9. Motorola 3G.
10. LU products.
11. Nortel products.
12. Panasonic 3G.
13. IFX chips.
14. Palmone.
15. Novatel.
16. UTSI.
17. IP Wireless
18. BENQ.
19. HP/COMPAQ.
20. Alcatel.
21. Kyrocera.
22. Pantech & Curitel.
23. Toshiba.
24. Hitachi.
25. Mitsubishi.
26. Fujitsui.
P.S. Please feel free to add. Dell? Intel?
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