InterDigital Inc (IDCC)

[JimLur]

m3s, Huawei should also provide some decent revenues when we settle the arbitration.

Looking at scale, some vendors clearly are doing a better job than others. Over the last three years Ovum estimates three base station suppliers--Ericsson, Huawei, and Nokia Solutions and Networks--have a combined market share of 70 percent or more. This leaves the rest of the market,most notably Alcatel-Lucent, Samsung, and ZTE, to make do with less than 30 percent of the market. This is not a good position for those companies to be in, but even the companies in the top half of the market are not without their challenges.

http://www.fiercewireless.com/tech/story/schoolar-top-bottom-it-isnt-easy-being-base-station-business/2013-09-04

I was surprised to see in this article that Huawei is a privately owned company.

Huawei's success still can't overcome the company's opaqueness. The company's lack of transparency brings its proclaimed successes into question. 2012 was very good for Huawei in terms of growing its RAN business, and so far the vendor has done very well in 2013. But as the company is privately owned, those proclamations of success aren't seen as legitimate as those coming from vendors who must pass their numbers through the scrutiny of public stock exchanges. Meanwhile, there are nagging China government and product security questions that Huawei can't shake. Without delving into this too much, it is evident that real or not, those concerns limit where Huawei can do business.