felix7: IMO, without having LG, Samsung, Nokia, ZTE, and Huawei under license, there is not much room for revenue growth from tier 3 and tier 4 companies.
IMO, this is why M-Partners has 'topped out' InterDigital's earnings.
NOW, if something breaks with these 5 companies, then as they say they can add $20 to the share price going forward.
Add to that potential NEW licenses from the likes of Microsoft, Google/Motorola, and some other known brands, it could add significant dollars to the share price.
SO, for now, M-Partners has put out their estimate with those 'caveats' for the future.
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