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Bernstein thinks Intel's (INTC) purchase of $375M worth of mobile patents from InterDigital...

Bernstein thinks Intel's (INTC) purchase of $375M worth of mobile patents from InterDigital (IDCC +28.9%) amounts to a good deal, noting Intel's price of ~$220K/patent is well below the $750K/patent paid for Nortel's IP last year (ed: of course, not all patents are created equal). Deutsche, meanwhile, thinks the deal bodes well for Alcatel-Lucent (ALU), which has tasked RPX (RPXC) with monetizing its ~29K patents and applications, and thereby improve the company's liquidity situation.
Comments (2)
  • Good for (IDCC) and (INTC) a small portion of their 20000 patent stable share buyback doubled will juice price will not affect others or licensing we sold enough to get our money back stopped up playing with house money letting our winners run.
    18 Jun 2012, 03:48 PM Reply Like
  • I am a AT&T retiree and have never been able to understand why ALU has fallen so far in value with all their patents related to wireless infrastructure.
    20 Jun 2012, 01:14 AM Reply Like
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