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HOT TOPICS
- The Accelerator Conundrum
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- Platform as a Service
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- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
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IDCC
TI Should Acquire Interdigital
By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it
Interdigital: Valuation
By Vijay Nagarajan, Guest Author “Seventy Five dollars! That cannot be,” was my own reaction when I first glanced at the result of my valuation analysis. The number sounded outrageous compared to the current stock price of IDCC – $20.13 after hour on Jan 30th, 2008. It was also 65% above my highest estimate of
Interdigital: Key Valuation Assumptions
By Vijay Nagarajan, Guest Author As I mentioned in the prequel, the uncertainties surrounding the IP business model and also its new ASIC ventures make it impossible to come up with an accurate mathematical model for Interdigital’s valuation. Nonetheless, I have made certain simplifying assumptions to make the problem more tractable.
Interdigital: Valuation Roadblocks
By Vijay Nagarajan, Guest Author As I looked at the positives of QCOM acquiring IDCC, I threw a number between $35 and $45 as a possible sale price. This price was based on a mix of historic data projection, IDCC’s current stock price and the perceived value to QCOM. I revisited the topic recently to
Interdigital: Qualcomm Can Acquire
By Vijay Nagarajan, Guest Author Will Qualcomm acquire Interdigital? This was the question I raised in my last article. I will try to take a quick look at the feasibility of such an event in this part of my series. Interdigital has a market cap of about $1 billion today. The stock closed on Thursday,
Interdigital: A strategic shift
By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for
