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Jeffries report from Miske

By: hydro_gen in IDCC | Recommend this post (0)
Fri, 22 Jul 11 9:26 PM | 111 view(s)
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Msg. 41658 of 48237
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OK - 3B-10B is nice for AAPL to save $3-$10 a handset IF they were to take out IDCC (or a Billion per $1 increase per handset) Did anyone notice that at the end he mentions that the Android phones could go up from $150 to $200??? That's a $50 per handset increase - granted not ALL attributed to owning IDCC.
WHAT is this gonna be worth to Google??

Conversely - WHO better to polish up those dusty Nortel patents that AAPL just bought than a team who is currently working on practicing the art?? Could get very interesting to say the least. Looking forward to the big ass party one day - perhaps soon!!

PEACE - Hydro_gen

PS - Look at that wry smile in the photo below and have a drink tonight for someone who ALWAYS fought the good fight!


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