As I posted in msg# 62671
, it makes no sense to do any type of comparable quantitative analysis of the patent sale to Intel with any other reported patent sales.
So if we are certain that the MMI and NT deals included the best of those company's patents, and we really don't know all that much about IDCC's patent sale other than that the company as classified them as "non-core" and "surplus" patents that will not affect licenses (current and future) or litigation proceedings....
Why in the world is anyone trying to do a quantitative comparison of these patents?
It makes no sense. We should already have a general idea that there is an apples vs oranges element at play when it comes to assessing the level of quality of these patents... let's not make it worse by applying some useless math.
I believe the same logic applies whether it is someone saying the price per patent is too low -- or -- the price per patent was abnormally high. The knife cuts both ways.
Because IDCC has decided to provide very limited details on the sold assets, I can understand why Bill might want to throw out a Q&D example to silence the naysayers. Nevertheless, it's nothing more than an example and offers little insight into the true value of what has been sold.
The facts as I see them:
* IDCC has been publicly promoting the idea of selling non-core assets since the start of the year.
* Several reports and publications identified infrastructure and 802.xx patents as the non-core assets that were being shopped around to various purchasers.
* IDCC is looking to accomplish more with their patent sales than just to receive money for non-performing assets:
+ They are trying to motivate licensees (existing and potential) to come to terms sooner rather than later.
+ They are trying to create a valuation catalyst for a stock that has come crashing back to earth from its highs the previous year.
+ They are trying to potentially swap out surplus patents with patent acquisitions that might add diversity to their existing portfolio (add value to the licensing program).