You're confused, Molly.
I assumed a very low royalty rate on a very conservative ASP to get a sense of the TDMA royalties that will accrue to IDCC from Nokia, not CNXT or VLSI. You're just trying to muddle the issue. LOL.
that was precisely the point you were trying to make
No, I specifically said "the lowest possible BOM" which is totally different from whatever you may understood that to mean. Common sense alone tells you that handset manufacturers have other considerations than BOM. You're just splitting hairs.
people like Bux and Carrenza would be apt to take more notice of you if you indulged in more 'sensitivity analysis'.
Is that a cry for help, Molly? Do you really think I care about what the likes of Bux, Carrenza or you think? Bux and Carrenza didn't exactly acquit themselves that well when they were here. Bux went bonkers and started posting more than 100 posts a day on RB and more than 30 posts a day on Yahoo after he was repeatedly corrected on the facts and his partisan opinions. Carrenza screamed and shouted but left with his tail between his leg when news of the Brazil decision came out. Emotional chaps both.
Granted, my credibility is singed, but not shot. You wouldn't be responding in this fashion if it was. (I guess I'm on strike 2 - but you won't see strike 3.)
In case you've forgotten already, you got caught lying, Molly. No, nobody here takes seriously, but you already know that. I'm just picking apart your opinions and your poor grasp of the facts because you insist on posing as some sort of objective observer when in fact, you're so emotionally attached to your QCOM and so quick to take emotional potshots at IDCC for whatever neurotic reasons. We already know that you're losing a lot of money on your QCOM position.
How is that questionable? Nokia sold 79m handsets in 1999
Nice try. All that information is nice, but are you saying that Nokia will not be able to grow at 10% per year for the next two years? That's a simple question. Why try to evade a simple question?
Yes, and like the analysts who no longer cover IDCC, (and show no signs of returning) I find them masterpieces of obfuscation.
But you're confused to start with, Molly. Look at how you were unable to grasp even the simple fact disclosed in the SEC filing that the Nokia and IDCC deal covered only the TDD version of WCDMA.
you said in your earlier post that the QCOM-IDCC settlement only applied to a restricted frequency. Do you have specific evidence of that, since the received opinion on all the other threads is that isn't the case.
As a matter of fact I pointed it out to you several times before, but it went right over your head because you were too wrapped up in your QCOM fantasies then to notice. Why don't you go and fetch it from the Neopoint prospectus.
Bye now. You're way too easy. |
