Feb. 4 at 12:04 AM
$NLST
A look around:
...my favourite example Rambus posted fourth-quarter revenue of
$190.2 million (above expectations).
Key revenue components included:
and that`s my point:
Royalty revenue....:
$71.7 million...
Licensing billings (operational metric):
$71.5 million...
Product revenue:
$96.8 million,record quarter and up 32% y-o-y
Contract&other revenue:
$21.8 million, consisting predominantly of Silicon IP
Rambus converted litigation into portfolio licences... with predictable royality streams. NLST could evolve toward a Rambus-like royalty model IF! all goin well ( settlements, final court wins, Squires, ITC or...)
$100-200M y/o/y just to throw out a figure without having done any calculations
IF! &once a jury has awarded damages and the court enters judgment:
those damages are fixed = a later license does not erase or reduce them.
Defendants like our infringers would still owe us the full jury award, + a complete re-judgment interest (if awarded) + post-judgment interes until paid or bonded.
