Replies to post #333727 on InterDigital Inc (IDCC)

[dmiller]

What ae your thoughts on this? How would licensing rev's be weaker in LTE as compared to 2G&3G? Mgt didn't do such a wonderful job with those and is supposed to be a lot stronger in LTE.

As to the seller, it is a good opportunity considering the uncertainty of future money making power in emerging LTE licensing market: InterDigital's licensing power in LTE is expected to be weaker compare to the situations in 2G and 3G based on TechIPm's LTE essential patent analysis over the past 3 years.

[Gungrey]

If Techipm is accurate with their pie charts, IDCC is way ahead of Nortel and Motorola as far as LTE patents.

http://techipm-innovationfrontline.blogspot.com/2011/01/lte-patents-essential-for-ran-products.html


Btw, thanks to Data_Rox for posting the link that provides the above charts.