InterDigital Inc (IDCC)

[techinvester]

Discussions comparing the merits of QCOM & IDCC have been occurring on Jim’s boards for over a decade. Most of the discussions have centered more on which company held better patents and which technical path forward post 11/2/1994 was better. 11/2/1994 resolved the litigation between IDCC and QCOM. IDCC’s technical path forward was TDMA/GSM focused evolving to WCDMA and QCOM’s technical path forward was IS-95 (narrow band CDMA) focused evolving to WCDMA. Although both technical paths forward succeeded and evolved to where we are today technically, the licensing of patents was far more successful for QCOM indicative by the delta in market capitalization values. For more historical information see links 1, 2 & 3 below. This history is only provided so that newer board members/followers better understand some history between the two companies as well as some board participant’s loyalties to IDCC and QCOM that have invested and followed these two companies for 20 plus years. I am hopeful discussion going forward evaluating the potential acquisition is from a neutral position.

1. Settlement - http://www.thefreelibrary.com/QUALCOMM+and+InterDigital+settle+CDMA+patent-infringement+lawsuits.-a015882187

2. Technology description - http://zone.ni.com/devzone/cda/tut/p/id/7107

3. IDCC evolution - http://www.wirelessledger.com/tabbedpages/idccreport/evolution.htm