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Re: MPartners report

By: DCLARKE in IDCC | Recommend this post (0)
Sat, 11 Feb 12 3:10 AM | 332 view(s)
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Msg. 44583 of 48237
(This msg. is a reply to 44582 by zzfan)

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I like LG and do believe they can come back but they only sold 88M phones or an average of 22M per quarter. The most recent quarter which is usually the strongest showed 17M sold on pace for 68M. Again, many are probably not royalty bearing as only 33% are smartphones. So, if they can hold their current handset shipment rate and half are royalty bearing (aggressive) then 34M units would be royalty bearing. If we get $8M per quarter that is $32M on 34M handsets or about $.94 per phone. This is my point. Rons analysis is very close to reality TODAY. I will drop it at that.

Dclarke




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The above is a reply to the following message:
Re: MPartners report
By: zzfan
in IDCC
Sat, 11 Feb 12 2:24 AM
Msg. 44582 of 48237

They sold 116 million cellphones in both 2010 and 2011. I would not count them out quite yet. They did miss projections for 2011. The fact that they have had the capability makes it much easier to catch back up. Their infrastructure is in place and a tweak here and there can easily jump them back to expectations.

MO
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