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Re: LG

By: DCLARKE in IDCC | Recommend this post (0)
Tue, 04 Oct 11 4:13 AM | 83 view(s)
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Msg. 43081 of 48237
(This msg. is a reply to 43078 by DND)

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I think this is Merritt saying that we have a plan B to the potential bidders so pay up. I am guessing that we may see more added soon. IMO we will see a stated rate ala qcom for LTE in the event no deal is done. This is the worst case scenario for the current bidders which is why we will see a deal get done.

dclarke


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The above is a reply to the following message:
LG
By: DND
in IDCC
Tue, 04 Oct 11 3:35 AM
Msg. 43078 of 48237

I will always remember the market action the Friday before the announcement of the original LG deal. Something was definitely up.

The Koreans always seem to leak information out like I believe Samsung did back in July or August regarding the Max they would pay would be $5B.

My guess the leak of $1-2B reported by dealreporter came out of Korea too.

This 8K maybe a little hardball from IDCC.


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