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tradero

07/24/11 4:17 AM

#326125 RE: no_static_at_all_xm #326124

<<Another way to look at this and is generally speaking and taking info from various sources IDCC seems to have about a 4x greater portfolio than Nortel for LTE...>>

At the C.C. next Thursday, I am sure there will be a question comparing IDCC's patents with Nortel's.
This may clarify that issue from their point of view (and that's what maters)

JimLur

07/24/11 8:00 AM

#326131 RE: no_static_at_all_xm #326124

Check this comment on IDCC's patents.

http://www.oceantomo.com/media/insights/google-stalking-horse-bid-nortel-networks

The “X” axis, or Average IPQ, reflects the average quality of patents within the portfolio. The IPQ score objectively rates patent assets based on a proven statistical methodology. The IPQ Score has a median of 100. Patent assets with higher IPQ Scores are statistically more likely to generate economic returns. The further to the right the company is along that axis, the higher the quality of patents within the portfolio. InterDigital’s portfolio, though small in number, reflects the highest quality.

jmspaesq

07/24/11 8:53 AM

#326138 RE: no_static_at_all_xm #326124

NoStatic:Good post;IDCC is STILL INSANELY Undervalued IMHO

You forgot to add in the $500M + cash in your relatively conservative analysis!

With a market cap of $3.3B subtracting out the cash of $500M the market is still valuing our IP at ONLY $2.8B despite the fact that we have over 3X as many patents, the expiration dates, the 4G/LTE high quality portfolio etc.