« IDCC Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next

Ocean Tomo comments on IDCC 

By: postyle in IDCC | Recommend this post (3)
Mon, 15 Aug 11 10:44 PM | 16 view(s)
Boardmark this board | InterDigital Communications
Msg. 42145 of 48237
Jump:
Jump to board:
Jump to msg. #

Jim Malackowski, founder of Ocean Tomo, comments on IDCC today on CNBC (italics added by me):
______________________________________________________

"The focus is now doubled. The focus is now not only on the patents that companies own ...also the cross-licensing arrangements in place...

We look at it as a 3-legged stool. You need to have the handsets, you need to have the operating system, and you need to have the wireless protocol. The deal today was a focus on handsets and operating systems. The wireless protocol was a deal focus of the Nortel portfolio a few weeks ago. So look to see who fills in that third piece of the puzzle for either Google or others in the market...

InterDigital is a company that we have been talking about with our clients for some time because we believe that their wireless protocols are very strong... Most people don't have the three-dimensional perspective... they are looking at the operating system and the handset and they are not focused on the fact that the wireless protocol is a critical piece of the puzzle. We think it (IDCC) is still an important asset...

I don't think today's action was the end of the story --I think there is other M&A activity to come. We're a big believer in the InterDigital Portfolio...

I can tell you it's (IDCC) a third leg in the triangle, I think Google would benefit from an acquisition (of IDCC) but there are others in the space that are going to be looking at it -- obviously -- as reflected in the recent run up (of IDCC's stock price). "




» You can also:
« IDCC Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next