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Replies to Msg. #664040
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 Msg. #  Subject Posted by    Board    Date   
43408 Re: ended the quarter /w 50%
   I have to wonder what those words ***exactly*** mean. Is LG conside... 		tfwg   IDCC   27 Oct 2011
 3:33 AM
43405 Re: ended the quarter /w 50%
   Past sales of $7.9 million in third quarter 2011 increased from $0.7... 		bim24   IDCC   27 Oct 2011
 2:21 AM

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ended the quarter /w 50%

By: postyle in IDCC
Thu, 27 Oct 11 2:02 AM
Msg. 43404 of 48237
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"ended the quarter with approximately 50 percent of all 3G handsets being delivered under license from InterDigital"

That's an implied improvement from the previous statement that IDCC had "~ 50% plus of 3G market under license at year-end 2010".

With that 2010 "approximate 50%" number being broken down by IDCC as 6% RIM (who have seen a large market share decline since then) and 8% LG (who have not renewed and have been added to the ITC complaint)...

...it makes one wonder if Apple + HTC have grown their share to the point it covers the 10+% implied difference (with RIM, LG). Or if something else is in the mix.