Nicmar, Yes, absolutely agree with your “basically”. One always prefers to have a charity with their investment along with a solid footing in where the company is going. This S/A is a complete unknown. i.e. are they going to sell out, are they going to merge, are they going private, is everything going to back to what was, and so on .
As to overloading on this one due to potential positives in play. Sure, over the last 10 years or so it’s been the driving force. What could be. From Baby Qcom, to the company bragging on the need for a bigger calculator and hockey sticks ,essential patents {they believe they have} and so on was all based on what could be. The potential of getting paid on all that the company claimed infringed at the proper rate for the I/P.
But it does take two to tango, and of our selected dance partners we courted to dance, well they have a different view as to our worthiness. I guess were more of a wall flower in that regard, in some cases anyway.
Nokia, can you believe it is still going on with them, Mot, guess was a free pass, unknown reason, LG to me was more of a 5 year lump sum payout vs. a license based off any sales/ or past sales. Best to avoid yet another court case. Didn’t follow sales and once the yearly payments were complete. No LG. Sure you can mention they may have been in talks, a person could and should mention be been in talks with everybody, and if not why not, in any event the talks failed and off to court we went. Think it was 10/3 we added them in with the others from the latest. Then there is Apple, BTW I’m a long time apple shareholder, I have no idea with all the sales they have that Idcc is getting what they are, wait a minute here, to be fair IDCC was having some license issues / revenue issues at the time and possibly sweetheart deal was made, I suppose, and if so you get what you can get.
I guess on the overall I’m saying all the talk with the potential has a huge disconnect with the reality. It is surprising they did as well as they have in regarding to S/P considering the court issues and delays.
Or perhaps another way to view under the current, the blue sky talked about is in reality a dark and cloudy view without sign of any solid footing. Be that as it may, there really is potential, and the past ten years has not been bad, but they do need a few breaks in the courts to go from here. 4G cannot play out like 3. That is if there isn’t a outright sale.
JMO |
