TeeCee, these charts are all over the place. Alex Lee has several different charts himself for LTE, it's hard to put them in perspective. The Peter Misek (Jefferies) report from Sept. seemed to have LG 1st, QCOM 2nd, and IDCC 3rd (tied with others).
From my position, the real %'s are determined by the licenses that are signed. And I do understand what you mean on a "relative" basis....
However, I just don't see the "need" for a company to acquire additional IPR (that by itself may generate around 1%) if they already locked up manufacturers for 5+ years with licenses that pay over 3.5%. And from what I recall, QCOM has stated they will not see any decrease in paid royalties for the 1st decade LTE is in use.
Maybe they have defensive reasons... that might make more sense to me. Especially now that the cat is out of the bag after the SA, Intel has already taken a bite, and it would cost a lot less now to buy then it would have last year.
Still.... there are many other suitors who I would bet on before them.
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