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Like most of MS patent battles, it is more OS related than air interface. HTC and Sam have already licensed with MS. How this affects IDCC is too complex for my pay grade. I'll keep faith in the team that runs the day to day and the experts they surround themselves with in order to review SA.
The patent at issue covers scheduling events and synchronizing calendars from a mobile device. Motorola Mobility said Tuesday that the ruling may help "provide clarity" on the patent and help it avoid infringement in the U.S. market.
Thanks for sharing. I find it tough to equate, or place on same level, IDCC patents' with these Apple patents for scroll bounce, so a human understands they are at the top/bottom of a scrollable list.
I'm using Android 2.3.3 and do not have the bounce so Google must have patched to avoid this patent, since my office mate's Android 2.2.1 has this bounce affect. Hmm...
Thanks much for the feedback sail, I had nothing to do with that e-mail addy. I set up my IHub account years ago and had not reviewed since. Someone must have hacked my free account. I've switched back.
If your recollection is correct; did the CC cause the stock to rise? Is this a bullish indicator?
Scary that the company does not have site monitoring and someone designated to rectify and get the site back up in a timely fashion. The downtime is not beneficial to their page rank with Google, not that they would be too concerned about their web traffic.
Back to lurking.
OT: Congratutlations White Hot Heat. Dwayne enabled Shaqs promise to come true, and MVP in third year, says it all! Guess Florida is offical Basket Ball state, with UF winning NCAA and now Miami Heat NBA Champs. Saban's turn to get to work with young Fins and veteran QB.
Great run for IDCC this June! If you are whinning about the insiders sales, think how the Mavericks fans are feeling with Van Horn collecting his millions w/o even working! At least with IDCC these veterans put in the hours and IMHO earned their money.
Deleted. You pros have the floor.
Silly Californian-want-a-be.
"We agree." that you do NOT represent this board.
"we" s/b replaced by a more realistic view of this board, in my opinion.
It appears Corp_Buyers is planning to use this forum to hurt my investment in IDCC, Jim please add my name to your list. Matt, please toss him from this board, let him throw his nickles at starting his own forum and not piggy back on the hard work Jim has put into this forum.
David
What are the EE’s and Patent Attorneys thought on the NOK complaint? The Declaration of non-infringement concerning ‘747’ outlined seems like it is a long shot. NOK is stating that since the base station informs the terminal what power level to transmit in order to achieve base stations’ threshold level vs. the terminal storing and cycling through power levels so that the base station’s threshold level is reached? I’m not sure a lay audience is ready for these type of arguments.
Thanks for all input and the contributions you all have made, past present and future.
Samsung Plans $25B IC Investment
By David Manners -- Electronics Weekly, 12/6/2004
Samsung plans to invest $25 billion (25 trillion won) between now and 2010 with the aim of achieving sales of $200 billion (200 trillion won).
The investment plan, announced by Samsung Chairman Kun-Hee Lee at a meeting to celebrate 30 years of involvement in the semiconductor industry, will create 10,000 new jobs.
"Korea lacks natural resources and I believe that applying human intelligence in high-tech sectors is the best way for our country and this company to survive in the future," said Lee.
A large part of the investment will be used to build up Samsung’s mobile telephony business.
"We aim to secure the top world market share in five key mobile areas: mobile CPUs, display driver chips, CMOS image sensors, mobile memory and chip cards," said Chang-gyu Hwang, president of Samsung's semiconductor division.
Hwang said Samsung’s semiconductor sales this year would record a 60 percent growth.
During its 30 years in the semiconductor business, Samsung has earned $29 billion (29 trillion won) in aggregated profits on $110 billion (110 trillion won) on total sales, helping Korean semiconductor exports to represent 10 percent of Korea’s total exports.
http://www.reed-electronics.com/electronicnews/article/CA485540.html?industryid=21365
Kodak and Sun's settlement. From Information Week:
Sun, Kodak Settle For $92M In Patent Dispute Involving Java Oct. 7, 2004
More Stories on:
Industries
Operating Systems
Business Processes
Sun will pay $92 million to resolve Kodak's lawsuit and eliminate any potential impact on its Java technology.
By Charles Babcock
Sun Microsystems Inc. Thursday settled its software patent suit with Eastman Kodak Co. for $92 million. Sun said the resolution of the suit assured the Java community that Java users would not be affected by Kodak's legal action.
The settlement came just as the penalty phase of the two companies' trial was set to begin. On Oct. 1 a federal district court jury in Rochester, N.Y., decided that Sun's Java technology violated three patents Kodak holds that govern object-oriented software. Kodak acquired the patents in 1997 when it bought Wang laboratories for $260 million.
Eastman Kodak had been seeking $1.06 billion in royalty payments from Sun, a figure the company said represented half of Sun's earnings on the Java programming language since its inception in 1995.
A Sun spokeswoman says Sun settled the case in part to avoid raising concerns among its customers about whether the patent dispute posed a threat to the Java programming language and its supporting technologies, known as Java 2 Enterprise Edition.
"We are eager to put this punitive litigation behind us, to have reached a decision in the best interest of our stockholders, customers and employees," said Jonathan Schwartz, Sun president and CEO in a statement.
The spokeswoman says Sun will receive full license rights to the Kodak patents and any customer holding a Java license from Sun will be covered by the Sun/Kodak licensing agreement.
Enterprise users of Java, however, seldom purchase a Java license from Sun because they are using Java for their internal applications and operations rather than distributing it in commercial products. In some cases, Java plays both a supporting and direct role within companies producing goods and services that rely on a Java infrastructure. A distribution company, for example, might have Java in its inventory application and its truck scheduling system. Both can be tied to services for which it charges customers. A Kodak spokesman declined to say whether the company plans any additional legal action concerning its software patents.
"We are pleased that the Court has validated these fundamental Kodak patents and we now look forward to building a more productive relationship with Sun, with whom we have enjoyed a close partnership for nearly two decades," said Willy Shih, Kodak senior vice president, in a statement.
Sun was wise to settle rather than let proceedings drag out and uncertainty build as it appealed the jury's decision, says John Rymer, software analyst at Forrester Research.
After a string of losing quarters, Sun didn't want doubts about Java to threaten its own financial future, Rymer adds. "Sun is in transition. It's righting the ship, restarting growth," he says. Under those circumstances, it was worth the settlement to convince the world that Java isn't going away, he says.
Baltimore is my pick. Thanks for running this pool!
Art, did you account for my picks? I posted 'em over at the IDCC coffee clug board. Anyway, here is my guess.
Super Bowl Proposition
Winner of the coin toss: Carolina
Points Per Quarter: 1st-7; 2nd-17; 3rd-3; 4th-3
Over or Under the line: Under
First team to score a field goal: New England
First team to score a touchdown: Carolina
Which team is leading at halftime: Carolina
Most yards rushing: Stephen Davis
Most yards passing: Brady
The winner: Carolina
Tie breaker: Total offensive yards for both teams: 600
Super Bowl Proposition
Winner of the coin toss: Carolina
Points Per Quarter: 1st-7; 2nd-17; 3rd-3; 4th-3
Over or Under the line: Under
First team to score a field goal: New England
First team to score a touchdown: Carolina
Which team is leading at halftime: Carolina
Most yards rushing: Stephen Davis
Most yards passing: Brady
The winner: Carolina
Tie breaker: Total offensive yards for both teams: 600
Thank you kind sir.
David
I am writing to request the IDCC/ERICY responses Jim sent out. If someone could e-me at davidk@setacorporation.com I'd appreciate it.
Go Pokes!
Forbes on-line article on wireless: http://www.forbes.com/free_forbes/2003/0901/098.html
A post from last week concerning the Managing Director at Halpern.
<snip>
From bios offered at Halpern's web site, it appears that the more senior telecom analyst from the firm is Tony Tristani. Wonder if Tony is a mentor type for Frank, or if Frank is/was making a name for himself at the firm? Do you think title of Managing Director allows Tony to direct Frank? Has anyone contacted Managing Directory Tony? Maybe a newbie being reeled in here.
</snip>
From their web site:
<snip>
Mr. Tristani joined Halpern Capital in October 2002 and brings with him an extensive technical engineering background as well as over 10 years of institutional investment experience on both the sell- and buy-sides of the business. His industry focus at Halpern will include Business Services, Technology Hardware, and Telecommunications. Mr. Tristani’s career highlights include:
• Six years experience on the buy-side as a General Partner and analyst with West Highland Capital, Inc. Responsibilities included idea generation and assisting firm President with general portfolio management of a $500M long/short hedge fund.
• Five years experience as Senior Vice President and technology analyst for Southcoast Capital Corporation where he built a $3M/year technology research franchise. At Southcoast, he was instrumental in bringing in approximately $300M in co-managed investment banking deals. Named Wall Street Journal All-Star Analyst for 1995 and 1996 for stock picking ability and earnings estimate accuracy.
• Two years experience as a Senior Financial Analyst with the Fast Static Ram Division of Motorola where he was responsible for annual budgeting, strategic planning, monthly P&L analysis and reporting, and competitive analysis of all public and private competitors.
• Six years as a lead chip design engineer with IBM Corporation for both CMOS and bipolar gate arrays. Responsibilities included I/O circuit design, circuit layout, test strategy, yield and power analysis, marketing designs to IBM system designers.
Mr. Tristani received his BSEE from The University of Texas at Austin, his MSCE from Syracuse University, and his MBA Finance from New York University Stern School of Business. He received his CFA charter in 1992.
</snip>
From bios offered at Halpern's web site, it appears that the more senior telecom analyst from the firm is Tony Tristani. Wonder if Tony is a mentor type for Frank, or if Frank is/was making a name for himself at the firm? Do you think title of Managing Director allows Tony to direct Frank? Has anyone contacted Managing Directory Tony? Maybe a newbie being reeled in here.
Eneerg, appreciate all you do. Was wondering what Mr. Windsor was conveying in this paragraph:
Nokia has been as hard-hit as anybody, and it continues to post losses in its equipment division, which contributes about 17% of total revenues and should post operation margins of -5.1% this year, estimates analyst Richard Windsor of brokerage Nomura Securities in London. One concern about the Nokia Networks division, Windsor says, is that its success is tied to acceptance of one particular flavor of 3G, while rivals are also pitching a Qualcomm alternative that appears to have more momentum.
I'm available to forward report.
Appreciate it, Duke.
Could someone send me the HL report sent by Ellismd today?
davidk@setacorporation.com
OT Boogie, National and BIG XII champs with 5-0 record (KU,TU,OU,OSU,MU). Congratulations. My MVP for game was McNamara. 1st half barage of 3's stunned KU & affected Hinrich. Poor FT shooting by both teams.
Guess we see another day with a tight trading range? Wonder if this is going to keep day traders/channel traders out? Any thoughts? What's your bet on the NOK/Samsung royality flow, b/4 or after ASM? You've been hot lately...
OT: OSO/Boogie. I agree on KU, Williams may have the defense ready for the young guns, but how will they stop KU's fast break off every steal/turnover or infrequent bucket? KU>80 is my bet. Boogie, Syracuse going 2-3 against Big XII is still a great tourney.
Randomwalk, I appreciate the post and agree with Mr. Cooper. Take a survey, more features or better reliability. It will surely result in reliability. I am hoping that IDCC's engineers have patents that address the channel congestion. Providing the operators with the software to make the "same number of channels accommodate more people".
David
I'll be satisfied with the 2/2.5G royalties till 2006. 3G and new wireless features are less important to the end users, at this time, than better coverage and reliabilty. Maybe some of the war coverage will stimulate the consumer market to want the camera phone. Be interesting to see who can put the magic marketing bullet in their arsenal to sell 3G.
Does anyone believe that the our share price is an indicator that folks want to see the 2/2.5G royalties deposited? Additionally, if/when we do see the money from NOK/Samsung and it is significantly less than the 10K outlined on pg.38 what will this do to our share price? For if we have over $3.00 cash per share, shouldn't we be trading in the $30.00. Show me the money, may be answer.
As posted back on April 1:
Just look at what 2003 will look like at year end:
Ericy settlement license $34.0
Ericy '03 license 12.0
Ericy Annual License 6.0
Nokia '02 85.0 e
Samsung '02 22.0 e
Nokia & Samsung '03 advances 100.0
NEC 3G 1.5
NEC 2G Dispute Settlement 13.25
Nokia Special Engineering 1.0
Total Revenues $274.75
Expenses (estimated based on
management represen-
tation that they will
be in line with '02
numbers) <86.0>
Earnings $188.75
(Ah say, Ah say, that miiillllions, son)
EPS (based on fully diluted 56 million share) $3.37
And the above analysis does not even take into account the '02 royalty obligations of Nokia and Samsung. If you look at page 37-38 of the 10K, management states that these obligations are $100-120 million and $22-27 million, respectively. I am a bit confused about this wording. Are they representing that these obligations are in addition to the estimated 2003 royalty revenues, or are the estimated 2003 royal revenues that are mentioned what management expects to collect on the 2002 royalty obligations? Anyone with insight, please respond. Anyone with thoughtful criticism of my analysis, please also respond.
All in all, going from $88 million in '02 revenues to $188 million in '03 revenues is a nice little 113% jump, and the earnings increases, both quarters to quarters and year to year, are going to be "one giant leap for" IDCC faithful
OT: That's why I enjoyed the RB and the club board specifically. If I want to read the garbage, there is always Yahoo. Can't really say that the server speed here is worth the trade off for inability to filter.
Thanks for sharing your conversation with Janet. Are we to expect the 02 Nok royality this year? The use of "days" in the cc had me expecting the 10K would mention something more concrete than "could be" found on pg. 38. Thanks again for all you do to keep us as enlightened as the company will allow.
I believe this is what I read, thanks to Data Rox posting the complete transcript. Now, I believe alot of folks buying into the post ERICY settlement expected the 10K to shed some light on how things are going with 2/2.5 & NOK/Samsung. Nothing new in the 10K and some ill timed selling by management, down close to 20%. I think folks wanted clarity on 2/2.5 and not more secrecy. Hope 3G is better organized.
When can 2G & 2.5G finally be resolved and behind us? Guess not after the 10 year wait for ERICY, do we have another long wait ahead? If anyone has a grip on this 2/2.5G payments from NOK/Samsung, please provide the post, as I'm sure it has been discussed. Thanks
Please tell when you think we will hear about the NOK and Samsung payments for 2002 for their 2G & 2.5G usage. This I believe is the source of our panic selling today.
10K pg 38.
Nokia’s royalty obligation for 2002 could be in the range of $100 million to $120 million and Samsung’s royalty obligation for 2002 could be in the range of $22 million to $27 million.
No one knows if the company is going to collect this full payment or will we be settling for pennies on the dollar via arbitration. Once this NOK and Samsung issue is cleared, we could see $3.00 cash for 2003, and man am I holding out for this piece of the puzzle to be revealed. Someone posted earlier today, that they thought management would know in the next week, I sure hope that this is the case. Never a dull moment with the IDCC team.
Nothing has changed, I believe that is the issue. We continue to have more problems collecting from our licensees.
From the 10K page 38.
"Nokia’s royalty obligation for 2002 could be in the range of $100 million to $120 million and Samsung’s royalty obligation for 2002 could be in the range of $22 million to $27 million."
Man, if the NOK and Samsung money could flow in, this baby would be flush with $3.00 cash. Believe then we would have wall streets confidence and a much higher share price.
Nothing has changed.
Yes Jim, the management team has once again killed favorable news. Something to reflect on at the ASM. Please join with Ellismd and let 'em know it.
I hope you are correct. I believe that the non-technical employees are more of a hinderance that help in this company. By the way, show me a company with more insider sales AFTER a milestone settlement and I'll feel comfortable. HRS couple insider sales five months after jury verdict, RMBS show zero insider sales.
I'll throw you some bail money. Rip has some "explaining to do", for he sure hasn't contributed a thing to the science or share price. Come on guys 68K dumped by any insider is not good news after a major settlement.
RTQ anyone. Yahoo show 17.00 at 10:28? Sorry Schwab shows 14.04 at 10:35, I thought Yahoo was off. Back to lurking..
Short position increase of 555K, we were trading on Jan 15-17 in the 17 - 15 pps w/volume over 444K....
Date Open High Low Close Volume Adj. Close*
Jan-17-03 14.87 15.00 14.51 14.64 444,900 14.64
Jan-16-03 15.16 15.24 14.65 14.88 888,100 14.88
Jan-15-03 16.51 16.99 15.89 16.05 760,700 16.05
Thank you and teecee for all the short data.
Long and happy to see yesterdays press release and green today.