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Friday, July 29, 2011

if IP is the hill, IBM is king

If there is a new premium being placed on IP, sparked by the Nortel bidding, then IBM is one seriously undervalued mofo.

They make billions from their IP portfolio. They have a ton.  If that portfolio begins to be valued as per the Nortel price, or other bids, then there is BILLIONS of upside to IBM on patents alone.

Today Google bought a bunch of IBM patents. The reports are not clear as to what they bought, but IBM does have a lot of search and mobile related patents Google could have purchased.

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