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Re: TeeCee 

By: tfwg in IDCC | Recommend this post (2)
Wed, 21 Sep 11 5:04 PM | 69 view(s)
Boardmark this board | InterDigital Communications 		Msg. 42786 of 48237
(This msg. is a reply to 42778 by DND)
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That analysis is a POS completed by a blog reader. I just don't understand why EVERYTHING posted on the INTERNET is given credence.

WTF, I think I'll do a DCF analysis for IDCC. But to be conservative, I'll exclude any royalty payments on IP because I read on bigphuck.com that an open source solution is coming which will free all OEM's from ever paying a royalty again.

WTH????!!!!!!




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Re: TeeCee
By: DND in IDCC
Wed, 21 Sep 11 1:30 AM 		Msg. 42778 of 48237

It really isn't that bad if you don't fixate on the $77.00/ share because he left it wide open after that;

"While I do not own a crystal ball I think you will agree there are a number of conservative assumptions baked into the above analysis. For one, I exclude any 4G/LTE payments outside of handsets (which is not what IDCC thinks its IP should command). Secondly 2G & 3G technology will be around for quite some time and it’s unreasonable to expect IDCC’s DCF to include only 3 years of payments for it. Lastly, the disruptive value of the IP is a wildcard that could easily push this auction past what a standard DCF analysis yields as fair value. Any one of these angles could add $10-$20 a share in a sale process with multiple bidders competing with each other."

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