Busted!
First you say: IDC has not had significant (i.e. QCOM like) royalties from GSM.
Then you say: IDC have failed to collect on GSM
Which statement are you going with?
The first one. The second statement should be consistent with the first....
In context, I should have written...
>>>>>>>>>>>>>
3) IDC's potential earnings from TDMA
- IDC have failed to collect significant (i.e QCOM like) royalties on GSM
- IDC have a critically important action against ERICY due to be heard in a few weeks.
- IDC lost a very similar action against MOT
For the short term, IDC shareholders are gambling on the outcome of the ERICY litigation
<<<<<<<<<<<<<
Do you agree with the short term observation?
Your post continues...
Then you ask : How will they collect from the other GSM/TDMA players? Do you ever read any of the news releases?
Yes - I did.
Your answer to my question then is that IDC will maintain the current model of negotiating on an individual vendor basis, rather than join the GSM IPR pool?
This strategy has cost IDC dearly.
The releases state
"Since February, 1998, we have entered into six new patent licensing agreements and re-negotiated two existing agreements, generating over $120 million in revenue.
The total license revenue for the last 10 years is a little over $200million (I know you think it's closer to $300million), however QCOM earned $174million in the last quarter alone, from a much smaller CDMA base (vs GSM/TDMA).
Gus will repeat his mantra about increasing royalty rates. Save you breath, Gug. If IDC win against ERICY, you will be correct, up to a point. If IDC refuse to join the IPR pool, they will have an ERICY type fight every time they try to collect against significant IPR holders.
If IDC lose outright, abandon ship
A third possibility is an out-of-court settlement. I don't recall anyone mentioning this. (Too busy parsing my posts, I presume).
ERICY has significant, possibly essential IPR for TDMA.
I think it is quite likely that a deal similar to IDC's 1994 cross license CDMA deal with QCOM could be struck.
Speculation anyone? Good for IDC? Bad for IDC? Potential size of the settlement? |
