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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (43957)	8/15/2011 10:46:24 PM
From: Spekulatius	Read Replies (3) of 78701

It looks like GOOG spent a total of more than 15B$ on patents (assuming MMI business itself is not worth much). Patents have a lifetime of 20 years, so assuming that the average patent life left in the portfolio acquired is 15 years, they will have 1B$/year in amortization. of course now that the cash is already spent, this may count as a "non cash expensive " going forward. This makes me think that GOOG business is not as good as previously thought, if they have to work so hard to defend it (assuming the patent purchase is defensive in nature not offensive).

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