Friday, September 7, 2007

Adding to my tracking sheet... IDCC

this is from NEWS.COM "Apple signs iPhone patent deal with interdigital"

"IDCC (Interdigital) develops technology that gets mobile phones onto cellular networks. The company's products and designs are used for older cellular standards, like the EDGE network used by the iPhone, but is focusing most of its current development on designing technology for the WCDMA (wideband code division multiple access) and HSDPA (high-speed downlink packet access) standards that power faster 3G networks"

when AAPL signs these deals and not try to just use the patent and then work the lawyer thing, then it means itʻs that much more important to Apple to get it done...thus profit from getting it done a.s.a.p.

itʻs more a curiousity. but involves royalties. the more iPhone sells (remember that discount), the more $$$. done deal. itʻs off itʻs high and this deal was cause a huge spike.

so this goes like this
BULLISH: AAPL, RIMM, SNCR, VMW, IDCC
BEARISH: PALM, DELL, CFC, DHI, LEN

iʻll start comparing the "what if" position regarding options when i got more time.

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