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Message: History says that the 7 or 8 unrevealed licenses total $10.85M to PDS

History says that the 7 or 8 unrevealed licenses total $10.85M to PDS

posted on Oct 06, 2009 01:21PM

To date, we've been OFFICIALLY informed about the revenue generated by the MMP of approx $283M from either 58 or 59 license deals, depending on whether Sanyo was part of the last 10q report or not. (there is some ambiguity as the PR was annoucned on 6/2 implying it wasn't, but a "mysterious" improperly deposited check that implies that it might have been). MY OPINION is that Sanyo WAS part of the last 10q.

When you calcluate the annual revenues of thost 59 companies, the MMP earns about $1 for every $2633 that the licensees earn in gross annual revenues.

With that in mind, and using the annual revenu figures publicly availabe for the last 7 deals, it projects out that PDS has/will get $10.85M for those 7 deals. HOPEFULLY, that is way low if you beilieve TPL and PTSC's comments about increasing license fees. I say hopefully, because we've heard it for years, but haven't yet seen it. HOWEVER, we haven't had a recertified '336 or '584 before, so I'd expect that will finally begin to show in the fees charged.

In any case, here's the updated license spreadsheet with the up to date deals. The last 2 quarters are only estimates as we have no SEC filings yet to look at to verify amounts. With the 10q due next Tuedsay, it would be a great opportunity for PTSC to bolster market expectations of them by announcing additional license deals, and some positive result of the Baroni hire over the next week, culminating in a very positive, forward looking, and VISIBILITY PROVIDING PR an CC by RG.

What do you say Rick? Do you have it in you? Does PTSC have it in them? I'm counting on it, but sometimes feel like a doubting Thomas. Like Thomas though, I will be overjoyed to KNOW that the talk is not just talk. I'm not expecting miracles, just truth, visibility, performance, and competence.

Date Licensee Anl Electronics Revs of Licensee (Millions) - 2006 License Fee Paid (Millions) License Fee to Annual Revnues Ratio
1 FY05 2/22/2005 AMD $5,600.00 $3.05 $1,836
FY05 TOTALS $5,600 $3.05 $1,836
2 FY06 7/7/2005 Intel $35,382.00 $20.00 $1,769
3 1/24/2006 Hewlett Packard $94,081.00 $26.40 $3,564
4 2/21/2006 Casio $5,187.00 $2.00 $2,594
5 3/1/2006 Fujitsu $42,850.00 $31.60 $1,356
FY06 TOTALS $177,500 $80.00 $2,219
6 Q107 6/2/2006 Sony $43,626.00 $25.75
7 6/12/2006 Nikon $6,656.00 included above
8 6/23/2006 Seiko/Epson $12,319.00 included above
9 6/28/2006 Pentax $700.00 included above
Q107 TOTALS $63,301 $25.75 $2,458
10 Q207 9/1/2006 Olympus $8,636.00 $6.95 $1,451
11 9/20/2006 Kenwood $1,446.00 included above
12 11/27/2006 Agilent $5,086.00 $8.85 $575
Q207 TOTALS $15,168 $15.80 $960
13 Q307 12/11/2006 Lexmark $5,108.00 $7.32 $1,504
14 12/18/2006 Schneider Electric $5,900.00 included above
15 2/8/2007 NEC (except for NEC America) $33,742.00 $15.99 $2,110 *
16 2/20/2007 Funai Electric Co., Ltd. $3,095.00 $2.92 $1,060
Q307 TOTALS $47,845 $26.23 $1,824
17 Q407 3/9/2007 Sandisk $3,258.00 $22.14 $1,306
18 4/11/2007 Sharp $25,651.00 included above
19 5/3/2007 Nokia $54,290.00 $20.95 $2,591
Q407 TOTALS $83,199 $43.09 $1,931
20 Q108 7/6/2007 Bull $1,514.00 $0.50 $3,028
21 8/29/2007 Lego $1,500.00 $1.00 $1,500
Q108 TOTALS $3,014 $1.50 $2,009
22 Q208 9/7/2007 DMP Electronics Inc. $300.00 $1.43 $1,605 *
23 9/9/2007 Denso Wave Incorporated $400.00 included above
24 9/10/2007 American Power Conversion $1,600.00 included above
25 10/29/2007 Royal Philips Electronics $26,356.00 $18.00 $1,464
Q208 TOTALS $28,656 $19.43 $1,475
26 Q308 11/17/2007 TEAC $900.00 $27.92
27 12/3/2007 Daewoo $100.00 included above
28 12/6/2007 WMS Gaming $500.00 included above
29 12/7/2007 Lite-On-It $6,820.00 included above
30 12/10/2007 Alpine $23.00 included above
31 12/18/2007 Matsushita $77,090.00 included above
32 12/18/2007 JVC $6,425.00 included above
33 12/18/2007 Toshiba $45,799.00 included above
34 12/18/2007 NEC Electronics America $6,054.70 included above *
35 12/21/2007 Verigy $700.00 included above
36 1/4/2008 Humax $654.00 included above
37 1/17/2008 Psion $375.00 included above
38 2/5/2008 Tokyo Electron $6,772.00 included above
Q308 TOTALS $152,213 $27.92 $5,452
39 Q408 2/8/2008 Direct TV $13,160.00 $10.43
40 2/25/2008 Mattel $5,970.00 included above
41 2/26/2008 AMO $1,090.80 included above
42 2/28/2008 Citizen $2,233.00 included above
43 3/6/2008 Gerber Scientific $530.40 included above
44 3/17/2008 Emerson Radio $233.84 included above
45 4/22/2008 Research In Motion $2,668.00 included above
46 4/28/2008 Onkyo $500.00 included above *
Q4 TOTALS $26,386 $10.43 $2,530
47 Q109 6/30/2008 Hoya $4,497.00 $16.28
48 7/10/2008 Bosch $68,792.00 included above
49 7/30/2008 AudioVox $591.00 included above
50 8/21/2008 Roland $807.00 included above
Q1 TOTALS $74,687 $16.28 $4,589
51 Q209 10/2/2008 Rockwell Automation $5,503.90 $2.78
10/20/2008 Respironics - Part of Royal Philips $1,195.00 included above
Q2 TOTALS $6,699 $2.78 $2,414
52 Q309 12/2/2008 Asustek $20,131.00 $0.29
Q3 TOTALS $20,131 $0.29 $69,417
53 Q409 3/13/2009 Roper $2,800.00 $4.05
54 3/23/2009 Unisys $1,280.00 included in above
55 3/26/2009 Hoffman-Laroche $8,547.00 included in above
56 4/20/2009 Varian Medical $2,070.00 included in above
57 5/5/2009 Pantech & Curitel $1,636.00 included in above
58 5/12/2009 ADC Telecom $1,456.00 included in above
59 6/2/2009 Sanyo $21,805.00 $6.00
Q4 TOTALS $39,594 $10.05 $3,939
60 Q110 7/2/2009 Smith & Nephew $3,801.00 $1.44 estimate
61 7/29/2009 Cardiac Science $206.00 $0.08 estimate
62 8/14/2009 Melco Holdings $1,268.79 $0.48 estimate
Q1 TOTALS $5,276 $2.00 $2,633
63 Q210 9/10/2009 Alcon Inc. $6,293.70 $2.39 estimate
64 10/5/2009 Harmon International $2,891.00 $1.10 estimate
65 10/5/2009 TPV Tech $8,455.00 $3.21 estimate
66 10/5/2009 Textron Iinc. $5,662.00 $2.15 estimate
Q1 TOTALS $23,302 $8.85 $2,633
TOTALS $772,570.13 $293.45
$1 of License Fee Paid per Annual Revenues Dollars Earned $2,633
* indicates estimated annual revenues
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