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Re: MPartners report....thank you. I was wondering what they are thinking now that IDCC lost

By: DND in IDCC | Recommend this post (0)
Fri, 10 Feb 12 7:23 PM | 293 view(s)
Boardmark this board | InterDigital Communications 		Msg. 44562 of 48237
(This msg. is a reply to 44561 by tfwg)
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If my math is correct they could sell these 3,000-4,000 patents for $1-2B?

If and when they do what will the PPS be? current Market cap is $1.7B if they sell for said amounts The Cash Value of the company will be higher than the the current PPS. Except I have left out the tax effect on the low side.

I don't think RS is factoring this into his target after being burnt on his SA BO targets.


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The above is a reply to the following message:
Re: MPartners report....thank you. I was wondering what they are thinking now that IDCC lost
By: tfwg in IDCC
Fri, 10 Feb 12 7:18 PM 		Msg. 44561 of 48237

its bid to beat value out of the stock before the legal trials ended.

Based on their target, they have a 'show me' attitude towards IDCC hitting its $800M objective. Why? Can't have a $54 price and insist that $800M of revenue is reflected as future value.

BTW, this statement confuses the crap out of me:
"We believe that the outcome of the CAFC ruling will have minimal impact on future licensing. If successful, the appeal may speed up Nokia licensing. However, it is unlikely to impact LG or Samsung renewals."

I really cannot figure any angle where this statement makes sense.

Thanks again for the report.

BB

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