Re: Nuke.....with all due respect........I love you man!........But I:m a bit confused by some of your posts today....................
Your forcasting the pps because of licenses with major carriers like Verizon,,,and other contracts with LG, Nokia as if IDCC will continue to be a going concern. Do you not think they will be bought out?........
IDCC could continue as a going concern, they could be bought out, or they could get the best of both world's and sell a select group of patents to Google for a couple of Billion dollars (which gives them plenty of cash to fight the likes of Nokia, LG, Motorola and Ericsson to the death). Likewise, they could keep holding out on licensing LTE/4G until they get a competitive rate (like QCOM has). The QCOM rate is 3.25%...so I think IDCC should get at least 2.0 - 2.5%. If they get that....then the company is worth over 25 Billion (market cap) which is over $500/share.
If I were running IDCC, I would put together a nice package of patents and put them on the auction block (but keep some of the crown jewels). If they choose some patents that provide Google some protection, then IDCC could sell them for a couple of billion and still have a very significant patent portfolio on both 3G and 4G. They could get the best of both worlds by selling off some patents that give Google what they need, but still pursuing royalties on mobile phones and on their Network of Network technologies that the carriers need (carrier aggregation, digital compression, etc.).
JMHO,
NJ
"The world is a dangerous place to live�not because of the people who are evil, but because of the people who don't do anything about it." �Albert Einstein
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