Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Interdigital Communication(IDCC) -- Ignore unavailable to you. Want to Upgrade?

To: dr228 who wrote (4955)	9/8/2006 10:20:12 AM
From: data_rox	Read Replies (2) \| Respond to of 5195

dr228 - those 2G awards for past use were because of E spinning off the handset biz to Sony Ericsson. It made it very easy for E to pay very little for all their past use (and S/E to pay royalty going forward through 2006), and trigger Nokia and Samsung via a contract clause. If there was no handset spinoff E would have taken it through the end, having already removed several of IDCC's patent claims, which would have reduced amount owed, or even possibly ended up like MOT (remember that Nokia didn't think IDCC would win against E). E became a "company of integrity" because it allowed IDCC to collect from Nokia through the contract...keeping IDCC's claims to 2G, with very little downside to E. Samsung tied themselves to Nokia, thus the latest award for 2G past use. Remember the IDCC announcement with E? Spent little time on the E part, but shouted to the world about Nokia and Samsung obligations because of the E deal? With IDCC's GSM patent claims and monies going away at the end of this year, and delays (low visibility) in 3G licensing... means analysts can be all over the map. IMO, the 3G patent litigation with Nokia will hold things up with others unless the company cuts more LG type deals (where would the stock be without that sweet deal?). Those type deals with the possibility to happen at any time keeps things interesting for sure! all JMO