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Dishfan

07/23/09 5:31 PM

#263582 RE: Gamco #263577

Gamco and vtem, for the benefit of skimmers here is the good stuff from the bottom of that article -

If any of these companies were interested, it would be for cross-licensing purposes. But there are firms out there who mainly live on licensing income, and who might be interested in the patents for the royalties they could generate. The one to watch here is InterDigital Inc. (NASDAQ:IDCC), also mentioned by Van Dyke as a possible buyer. As it happens, InterDigital tops the ETSI list of LTE patent declarations, with 249.

As Qualcomm showed in CDMA technology, if you have a commanding patent portfolio, you can make everyone pay you much richer royalties. Could InterDigital (or for that matter Qualcomm, number two on the ETSI list with 187) aspire to such a position in the LTE world?

InterDigital spokesman Jack Indekeu says he thinks not. In today's world, he says, wireless patents are spread out among many more companies. As for whether InterDigital is interested in bidding on the Nortel patents, he says the company doesn't comment on possible deals.

My comment: per the article, number of ETSI LTE declarations:

InterDig 249 (#1)
Qualcomm 187 (#2)
Huawei 147 (#3)
Nortel 45
Nokia 31

WOWMOMWOW

http://www.thedeal.com/corporatedealmaker/2009/07/nortels_patent_portfolio_a_clo.php
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gatticaa

07/23/09 6:58 PM

#263587 RE: Gamco #263577

Does anyone think iDCC will even get near this at the prices they are floating around? Though i guess it's not clear what a line item of just "LTE patents" would get.

IMO, WM said the acquisition(s) they'd look for would would have a revenue stream attached, which would not make this possible. Plus there was much talk about those acquisitions being the above baseband.