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Re: IDCC vs VHC

By: postyle in IDCC | Recommend this post (0)
Fri, 29 Jun 12 11:15 PM | 488 view(s)
Boardmark this board | InterDigital Communications
Msg. 45648 of 48237
(This msg. is a reply to 45647 by bim24)

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the market cap is associated with what I just posted

VHC isn't contributing parts of a wireless air interface to a specific standard. They are contributing the entire security mechanism, as proposed by IETF principals, for all real time communications going forward.

The two legal paths for both companies are based on the different technologies on which they are alleging infringement. Apple devices are using secure VPNs (i.e., auto DNS lookups) and the potential revenues related to past infringement are great. But that only explains part of the market cap being assigned to VHC. These seekingalpha guys like to summarize things for clarity and convenience, but they are usually more wrong than right.

Every written report on VHC points toward Advanced 4G opportunities in the next 2-4 years being the big prize. And that's the primary reason why they are being assigned a $1.81 billion market cap right now. There's some overlap because the current litigation with Apple may lead to a 4G license with Apple.... but the complaints are based on past usage.




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The above is a reply to the following message:
Re: IDCC vs VHC
By: bim24
in IDCC
Fri, 29 Jun 12 10:58 PM
Msg. 45647 of 48237

postyle

i was looking more at the current paths the 2 companies have taken in the legal arena.

clearly that company with small to no current revenue stream got some a perceived legal victory, and against Apple no less, has a higher market cap than ours.


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