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Message: An Optimistic Thought

An Optimistic Thought

posted on Aug 13, 2008 10:21PM

If I'm not mistaken, TPL has granted only a few "Chip Licenses" for manufacturers of the actual chip products, I think Intel, AMD & Sony to be the only ones (perhaps a couple more, I can't remember & it's too late to check). In any case, the VAST VAST majority of the 49 licenses to date have been to system manufacturers, for their use in THEIR assembled products.


Wouldn't it be something, if in the run up to and in the aftermath of LG vs. Quanta, that we come to find out that the major licenses to signed during that period like Bosch, Direct TV, Mattel, Citizen, and RIM, don't use the chips from any of these previously signed chip licenses. I can see Toshiba, and Matsusheethead, & NEC, etc, who if I'm not mistaken all use Intel chips to some extent may have leveraged LG vs. Quanta to get out on the cheap, but in the instance I'm talking about, LG vs. Quanta would have no bearing on these latest deals, and they could then reflect FULL value (or at least as full as unresolved USPTO status allows). Keep in mind that even WITH unresolved USPTO status, 49 licenses have signed for what should prove to be well OVER $250 MILLION. So perhaps the USPTO issue, even though it has obvious affect, may still allow Alliacense to have exacted a decent pound of flesh from the recent licensees.

We'll know for the most part within 18 hours, but thought I'd throw out some optimistic bedtime thoughts. I'm sure it's all rose colored optimism, but when you hear stats like Intel has less than 2% of the market, you realize there are a lot of companies out there providing components, and therefore, LG vs. Quanta only affects a limited portion of the MMP's potential licensees.

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