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Indemnification -
Whoever has taken the industry stance of indemnifying third parties against infringement on IDCC's patent portfolio has probably done so by considering IDCC's buyout price as the insurance premium from any possible adverse reactions to their infringement proposition. That was one matter when the per-share price of DCC was in single digits and a very different matter when the price of IDCC exceeds $50 per-share. I believe that the next IDCC conference call will provide investment guidance that indicates 2003 net income in excess of $3.00 per share. Therefore, I anticipate a significant change of policy from anyone offering indemnification. I can not think of any way that policy can be changed without substantial benefits being reflected for IDCC shareholders. JMHO
MobilePro Seeks Early Revenue in Rapidly Growing Wireless Market. Reseller Agreement with Inciscent Enables Company to Leverage Expertise in Multi-Billion Dollar Wireless Market.
Company Description
MobilePro is an emerging company creating scalable and global wireless technologies and applications. The company has expertise in wireless components technology and intends to leverage that expertise into delivering wireless applications and systems solutions for the global enterprise markets.
The company expects to realize early revenue from reseller activity in the multi-billion dollar wireless market. Industry experts are forecasting an explosive use of wireless Wi-Fi applications over the next decade with users expanding from 23,700 in 2002 to 609,200 in 2004 and exponential growth beyond that. The company is positioning itself to become a profitable participant in this space.
The company is initially offering an application that gives IT personnel the ability to perform remote troubleshooting on IT networks and systems from remote devices such as laptops, PDAs or cell phones.
The company has aligned itself into three operating units. The company's MobilePro Applications Division is leading the company's effort to develop new Wireless Data Network Exchange Service(SM) products for wireless data applications and operational support services such as wireless network monitoring and testing.
The company's MobilePro Systems Division intends to provide specialized radio frequency design services for turnkey wireless systems, wireless telemetry systems, solutions that bridge wireless local area networks ("WLAN") and 3G and other wireless web systems.
The company's NeoReach Division intends to develop advanced 3G chip technology including 3G modem semiconductor chip sets for hand set telephones, pico-cell base stations, smart antenna technology and advanced radio frequency semiconductors.
The company is developing advanced modem solutions for both base stations and handsets to capitalize on the third generation - 3G - telecom industry. Industry estimates that the global 3G base station market will exceed $56 billion annually.
MobilePro has invested more than $3 million to date to develop technologies for "air chips" - wireless communication semiconductor chips for the next generation networks. Gartner Dataquest estimates that MobilePro's target application services market - vertical and horizontal wireless business data applications - will be $8 billion by 2005, growing at 40% per year.
The company has an experienced management team with a proven track record in building and managing both early stage and mature organizations.
A Mobile Broadband Networking Option For Paired-Spectrum Apps
By Mark Long -- e-inSITE, 4/17/2003
IPWireless, Inc. has introduced a networking option for paired spectrum operators with access to non-contiguous channels, including the IMT2000 and PCS paired spectrum channels.
The end-to-end networking technology is reportedly compliant with the internationally recognized UMTS TD-CDMA (TDD) standard. According to the company, the technology offers wireless providers high capacity, full mobility, and low cost.
The new IPWireless offering is expected to provide these operators with the ability to deliver up to 25 Mbit/sec of bandwidth for a typical cell site. In addition, the company has announced the successful handoff of a user session traveling at 120 kilometers per hour, consistent with the specification of the UMTS standard.
Targeting operators who employ paired channels in the MMDS, PCS, or IMT2000 frequencies, the company claims that its networking option does not posit a specific spacing requirement for the channel pair. When deployed in tandem with a typical three-sector cell site using a pair of channels, operators are expected to be able to accommodate more than 2,000 broadband users. By mid 2004, operators will be able to obtain access to as much as 100 Mbit/sec of capacity per cell site, all for less than a quarter of the cost to deploy traditional 3G networks, claims the company.
The paired-spectrum networking option supports the same commercially available devices as the current IPWireless network, while delivering low latency access to subscribers equipped with SIM-enabled PCMCIA cards on their laptops, PDAs, and tablet PCs. Alternatively, subscribers will be able use the IPWireless desktop modem to power a PC or a local area network (LAN). In addition, operators will be permitted to provide subscribers equipped with laptops and PDAs with very high-speed mobile network services for users, as well as deliver broadband services that will be able to compete with wired DSL and cable system operators.
Available right now for operation in several licensed bands, the IPWireless product line includes the technology for a complete network infrastructure, pocket-sized wireless desktop modems, and PC cards (PCMCIA) for laptops and PDAs. The company's broadband modem and card are designed to provide residential and business customers with instantaneous, "plug-and-play" Internet access.
Nokia Earnings Conference Call (Q1 2003)
Scheduled to start Thu, Apr 17, 2003, 8:00 am Eastern
My comment: I wonder if they feel obligated to discuss any new expenses that have accrued!
Wireless would rather fight than switch
By Ben Charny
Staff Writer, CNET News.com
April 15, 2003, 6:28 AM PT
Cell phone companies will ask an appeals court on Tuesday to overturn a requirement that cell phone subscribers be allowed to keep the same telephone number when changing carriers.
Number portability, as the Federal Communications Commission calls its mandate, will take effect Nov. 24--barring any court orders to the contrary.
The Court of Appeals in Washington D.C. will likely publish its much-anticipated decision several weeks from now, industry insiders say.
The court's decision may end up being "one of the most important decisions the industry will face this year," Tom Wheeler, president of the Cellular Telecommunication and Internet Association, said in an earlier interview. Members of the CTIA, the cell phone's leading lobbying group, will be among the observers at Tuesday's hearing.
What U.S. carriers fear most about number portability is a dramatic increase in "churn," or the percentage of customers who change carriers when their contracts end. They cite evidence from Hong Kong, where wireless carriers made number portability available beginning in 1999. Churn, which is measured by percentage of customers leaving in a month, soared to about 10 percent when number portability first became available. The typical churn is about 3 percent per month.
Various surveys back up carrier claims. Anywhere between 15 percent and 45 percent of U.S. wireless subscribers say they would more readily change carriers if they could keep their own cell phone numbers.
In court Tuesday, lawyers for the carriers will argue that the regulation creates an unfair financial burden on them and that the FCC doesn't have the legal authority to enforce it. Both are familiar refrains for carriers, which have used the same arguments against other FCC requirements, including enhanced 911.
But attorneys for the FCC, supported by consumer groups, will argue that not only does it have the authority but that the regulation itself will help bring about more competition in the cellular industry as carriers try to retain customers with newer and better services.
The FCC is also expected to argue that number portability is part of a one-two punch of requirements to help conserve the shrinking pool of 10-digit phone numbers assigned to North American wireless users. Billions of telephone numbers are assigned to the continent, and new ones are due to run out by 2012.
The commission has written a second measure intended to conserve phone numbers. This one, known as number pooling, assigns carriers a smaller amount of telephone numbers at a time. Carriers are also fighting this measure.
OT: Unless it applies to you
"There are two ways to slide easily through life: to believe everything or to doubt everything; both ways save us from thinking." - Theodore Rubin
I also need a copy. Thanks in advance.
glenn.murray@cityholding.com
Industry leaders NTT DoCoMo, Ericsson, Nokia and Siemens, and Japanese manufacturers reach a mutual understanding to support modest royalty rates for the W-CDMA technology worldwide
Ensures fair and competitive pricing for W-CDMA handsets and infrastructure equipment
OLD NEWS
Wednesday, November 6, 2002
Industry leaders NTT DoCoMo, Ericsson, Nokia and Siemens today reached a mutual understanding to introduce licensing arrangements whereby essential patents for W-CDMA are licensed at rates that are proportional to the number of essential patents owned by each company. The intention is to set a benchmark for all patent holders of the W-CDMA technology to achieve fair and reasonable royalty rates.
The companies together own the clear majority of the essential Intellectual Property Rights (IPR) relevant to the W-CDMA standard selected already by about 110 operators worldwide. This arrangement would enable the cumulative royalty rate for W-CDMA to be at a modest single digit level.
The above companies also own a significant number of the essential patents applicable to the CDMA2000 standard. These patents will be licensed at fair and reasonable terms.
As essential patent holders, Japanese manufacturers Fujitsu, Matsushita Communication Industrial (Panasonic), Mitsubishi Electric, NEC and Sony Corporation have also expressed their willingness to co-operate with such arrangements.
"It is of the utmost importance for the mobile communication industry and in the interest of both licensors and licensees that the cumulative royalty cost of W-CDMA is maintained at a competitive level which encourages both greater growth and innovation in the industry," says Lothar Pauly, board member of the Siemens Information and Communication Mobile Group. "As we - the major IPR holders - make our patents available we ensure that W-CDMA stays an open and globally acceptable technology."
"This initiative means that cumulative royalty rates of W-CDMA are kept at a healthy level. For example according to the recent developments in China the cumulative royalty rate seems to remain even under our earlier targetted cumulative 5% level. This makes the W-CDMA standard safe to invest in for operators, manufacturers and application developers," says Yrjö Neuvo, Executive Vice President of Nokia. "We can see the IPR initiative gaining support amongst the industry, and encourage others to join."
" W-CDMA is the standard selected by most operators in the world for their future business, and with this initiative we believe the cumulative royalty will be even lower for W-CDMA than GSM, which has enjoyed unrivalled success compared to any other standard in the world says Torbjorn Nilsson, Senior Vice President Marketing & Strategic Business Development of Ericsson.
"This initiative is meaningful for promoting the W-CDMA services by keeping cumulative royalty rate below 5%," says Kota Kinoshita, Executive Vice President of NTT DoCoMo. "We have discussed through the 3G Patent Platform Partnership (3G3P) how to license essential patents at acceptable royalty rates. We believe the intent of the arrangement is well harmonized with that of 3G3P."
The W-CDMA standard is developed by the 3rd Generation Partnership Project (3GPP). In the 3GPP standardization process the declaration of essential IPRs is mandatory. The European Telecommunications Standards Institute (ETSI) and the Association of Radio Industries and Businesses (ARIB) in Japan maintains an updated list of IPR declarations for 3GPP.
NTT DoCoMo is the world's leading mobile communications company with more than 44 million customers. The company provides a wide variety of leading-edge mobile multimedia services. These include i-mode®, the world's most popular mobile internet service, which provides e-mail and internet access to over 35 million subscribers, and FOMA®, launched in 2001 as the world's first 3G mobile service based on W-CDMA. In addition to wholly owned subsidiaries in Europe and North and South America, the company is expanding its global reach through strategic alliances with mobile and multimedia service providers in the Asia-Pacific, Europe and North and South America. NTT DoCoMo is listed on the Tokyo (9437), London (NDCM), and New York (DCM) stock exchanges. For more information, visit www.nttdocomo.com
i-mode and FOMA are trademarks or registered trademarks of NTT DoCoMo, Inc. in Japan and other countries.
Nokia is the world leader in mobile communications. Backed by its experience, innovation, user-friendliness and secure solutions, the company has become the leading supplier of mobile phones and a leading supplier of mobile, fixed broadband and IP networks. By adding mobility to the Internet Nokia creates new opportunities for companies and further enriches the daily lives of people. Nokia is a broadly held company with listings on six major exchanges.
The Siemens Information and Communication Mobile Group (Siemens mobile) offers the complete range of mobile solutions including mobile devices, infrastructure and applications. Devices include mobile phones, wireless modules, mobile organizers and cordless phones as well as products for wireless home networks. The infrastructure portfolio includes GSM, GPRS and 3G mobile network technologies from base stations and switching systems to intelligent networks, e.g. for prepaid services. Mobile Applications cover end-to-end solutions for Messaging, Location Based Services or Mobile Payment. You can access further information about Siemens mobile on the Internet at http://www.siemens-mobile.com
Ericsson is shaping the future of Mobile and Broadband Internet communications through its continuous technology leadership. Providing innovative solutions in more than 140 countries, Ericsson is helping to create the most powerful communication companies in the world.
For further information, please contact:
NTT DoCoMo:
Mariko Hanaoka
Public Relations Department
International PR
NTT DoCoMo, Inc.
Tel: +81-3-5156-1366
Fax: +81-3-5501-3408
e-mail: press_dcm@nttdocomo.com
website: http://www.nttdocomo.com
Ericsson:
Ericsson Corporate Communications
Peter Olofsson, Director Public Relations
SE-126 25 Stockholm
Phone: +46 8 719 1880, +46 70 267 3445
E-mail: peter.olofsson@lme.ericsson.se
Nokia:
Communications Department, Nokia Networks
Tel. (Int.) + 358 (0) 7180 38195
E-mail nokia.networks@nokia.com
www.nokia.com
Siemens:
Press Office Siemens Information and Communication Mobile
Martina Kniep
D-81739 Munich
Phone.: +49-89 636-43133; Fax: -53484
E-mail: martina.kniep@siemens.com
Intel, Others Form Broadband Wireless Nonprofit
9 minutes ago Add Technology - Reuters Internet Report to My Yahoo!
SAN FRANCISCO (Reuters) - Intel Corp., Nokia (news - web sites), Fujitsu and other companies said on Tuesday they have formed a nonprofit corporation to promote the adoption of broadband wireless access over long distances.
The new company, dubbed WiMAX (World Interoperability for Microwave Access), aims to help cut the cost and time it takes for wireless providers to offer service.
"This is a way to connect (wirelessly) over long distances," Intel Executive Vice President Sean Maloney said in an interview. "It's another step toward low-cost, mass-produced wireless devices that do high-speed Internet."
"You could also use it to connect all the way to the home like (you would) with cable or DSL (Digital Subscriber Line)," he added.
WiMAX will test and certify the interoperability of broadband wireless access equipment that uses the 802.16 technical standard.
The new 802.16 technology, which is winding its way through a standards forum, will allow personal computers using the current 802.11 wireless standard, dubbed Wi-Fi, to reach farther distances to get onto the Internet, Intel said.
The 802.16 technology provides a range of up to 31 miles, without needing a direct line of sight to the wireless base station, WiMAX said.
The technology offers shared data rates of up to 70 megabits per second, which could easily allow more than 60 businesses with T1-type Internet connections and hundreds of homes with DSL connectivity to simultaneously connect to the Internet, according to WiMAX.
WiMAX also will work with the European Telecommunications Standards Institute to develop test plans for a European standard for long-distance broadband wireless access.
Santa Clara, California chipmaker Intel last month launched its Centrino Wi-Fi chip package for people who want to surf the Web or check e-mail without being tethered to a land line.
The company also has invested more than $25 million in wireless networking companies and plans to spend at least $150 million.
Broadband equipment makers joining Intel (Nasdaq:INTC - news), Finland's mobile telecommunications equipment maker Nokia (NOK1V.HE) and the Fujitsu Microelectronics America division of Japan's memory chip maker Fujitsu Ltd. (6702.T) in the effort are: Airspan Networks Inc. (Nasdaq:AIRN - news), Alvarion Ltd. (Nasdaq:ALVR - news), Aperto Networks, Ensemble Communications Inc., OFDM Forum, Proxim Corp. (Nasdaq:PROX - news) and Wi-LAN Inc.
Matsushita expects to post net loss
April 07, 2003 12:10 PM EST
TOKYO--Matsushita Electric Industrial Co. said it expects to post a consolidated quarterly net loss of $195 million, its second net loss in a row.
The company, however, believes it is on track to meet its operating profit and revenue targets for the year.
"We have implemented management reforms, including a reduction in inventories and other assets, a restructuring of operations, and the aggressive introduction of new products on the market," said the company.
Desert dweller - Your statement, "For the life of me I can't understand why they settled 2g for such a small amount without making certain that 3g was a done deal too, or at least making 100% certain that Nokia & Samsung were a done deal for 2g."
I am trying to make myself believe that the new CEO for ERICY wanted to announce the 3G license and he will not have full authority to act until after their ASM which I think is on April 8th. After that event, the Nokia and Samsung, et al begin to produce fruit.
However, I am struggling with this indemnification issue.
OT: I thought that Tornado was in charge of "mergers and acquisitions" LOL
Korea-China Venture Targets Wireless Internet Services
By Ahn-Ku Toh, eWEEK KOREA March 26, 2003
SEOUL, South Korea--SK Telecom, Korea's largest wireless carrier, and China Unicom, China's second largest mobile phone operator and only CDMA cellular service provider, agreed last week to a joint venture to pursue wireless Internet projects in China, officials of both companies said.
The joint venture is expected to start providing wireless Internet service in the third quarter of this year, after securing regulatory approvals from Chinese authorities, which are expected to come as early as July, officials said.
As of the end of last year, China Unicom had signed up over 8 million CDMA cellular service subscribers. The company, launched with a $6 million initial investment, is expected to secure 20 million subscribers by the end of this year. China Unicom will own 51 percent of the joint venture, with SK Telecom holding the remaining 49 percent.
The CEO and CTO of the as-yet unnamed venture will be appointed by SK Telecom, with China Unicom appointing the CFO and COO, officials said.
3G relocation bill fails to win Bush support
March 26, 2003 11:47 AM EST
WASHINGTON--An industry-backed relocation fund bill penned by House telecommunications subcommittee Chairman Fred Upton (R-Mich.) failed to win strong backing from key Bush administration officials at a hearing today. Rep. John Dingell (D-Mich.), ranking member of the parent House Commerce Committee, criticized the measure for lacking sufficient government oversight.
The bipartisan legislation would channel revenue from the auction of third-generation mobile-phone licenses into a fund to pay for moving military radio systems from the 3G-designated 1700 MHz band to other frequency bands.
Upton, who plans to mark up the bill in two weeks, said he expects to hear back from the National Telecommunications and Information Administration and the Department of Defense next week on proposed changes to the legislation.
Two lawmakers want to earmark a portion of 3G license auction receipts for education and public-safety communications.
nieves - I am not counting my money but I am counting on several pleasant surprises in the 10K!
Pre-Market @ $22.25 EOM
Pre-Market @ $22.05 EOM
CLS - Sorry. I meant that to be a "private" message rather than a "public" response. Must have hit the wrong button. It makes little difference. I expect a news release from NOK in the near future that should clear up any loose ends regarding their contract with IDCC. At least, that is my opinion and my IDCC investment is exceedingly consistent with this position.
Posted by: Eric
In reply to: Eric who wrote msg# 2220 Date:3/24/2003 10:14:41 PM
Post #of 2224
Samsung to Attempt to Sell Infrastructure in Brazil
* Samsung, until now had supplied only cellular handsets in Brazil, has created a division for mobile equipment and infrastructure, and it is vying for contracts.
* Samsung billed US$ 500 million in Brazil in 2002 with sales of handsets, monitors and hard disks for computers.
* Samsung will begin services with imported equipment and set up a local factory when [and presumably if] it has enough demand.
>> Samsung Brasil Enters Infrastructure Arena
Global Wireless
Sao Paulo, Brazil
March 19, 2003
Korean company Samsung said it will create more competition for GSM and CDMA equipment suppliers in Brazil . The manufacturer, which until now had supplied only cellular handsets in Brazil, created a division for mobile equipment and infrastructure, and it is already vying for contracts.
The company brought to Brazil Wook Tae Kim, who has lived in Brazil for about six months and currently is the network business manager of Samsung in Latin America. Kim drove the same area in Colombia.
“The head office decided to enter the infrastructure segment due to the potential of growth of that market in the country," said Oswaldo Mello Neto, director of the cellular area for Samsung Brasil.
Samsung billed US$ 500 million in Brazil in 2002 with sales of handsets, monitors and hard disks for computers. In the area of radio base stations and infrastructure equipment, it intends to begin the services with imported equipment and to set up a local factory when it has enough demand.
The Korean manufacturer has already presented proposals for contracts for Vésper and for the consortium of Brasil Celular, which includes Brasil Telecom, Telemig and Amazônia Celular. <<
- Eric -
Public Reply Private Reply Keep Mark Last Read Next 10 Previous Next
I agree that NOK's arbitration right applies to all stipulations included in the final contract and not just the royalty rate. Really I think NOK just wanted one final pass at approving the final deal before providing IDCC with a quarterly royalty check. I feel good about IDCC's position on this matter and believe that the market will validate my feelings as soon as NOK validates the agreement with a press release. And I expect that validation SOON! JMHO
mschere - Regarding the 3G rate -
I had a telephone conversation this afternoon that included this subject. During that call, I found myself saying that "it is almost like NOK and ERICY got together and decided that ERICY would set the 2G royalty rate (subject to arbitration by NOK) and NOK would set the 3G (subject to arbitration by ERICY)."
This would included the biggest handset maker (NOK) and the biggest infrastructure maker (ERICY) setting the benchmark rates for the entire industry. JMHO
Anyone know (or willing to guess), when the 10Q will be released? I feel there will be some very pleasant surprises for the steadfast IDCC longs.
PS: Mickey, it is good to see you posting again. All my best.
Dishfan - please email me at GamcoWV@hotmail.com with your current thoughts about MIGR. I am long 37,500 @ .67
Question regarding Hop-On
I can not find the news release regarding IDCC and HPON. And HPON is not now listed on IDCC's licensing page. What am I missing?
IDCC vs ERICY since settlement
http://finance.yahoo.com/q?d=c&c=idcc&k=c1&t=5d&s=ericy&a=v&p=s&l=on&...
Norfolk - I will guess $59.99 by the Annual Stockholder's Meeting. And, I am hoping to meet you and your Father there at the meeting!
OT: ED - Joe Theisman
I just now saw about 10 minutes of that. Class rooms full trying to learn his methods. It did have that IDCC graph. You are right about it being sad. With just an hour a day, they promote a life of sipping wine with your best gal on the beach. I bet this guy makes more selling his trading package than he does doing his "trend trading".
EU Mulls 35% Duty On South Korea's Hynix Chips - Source
Friday March 21, 11:30 am ET
BRUSSELS -(Dow Jones)- The European Union Commission is considering slapping up to 35% tax duties on memory chips imported to Europe by South Korea's Hynix Semiconductor Inc. , an E.U. Commission source said Friday.
A final decision, which could affect millions of dollars in chip exports, is due next month. The E.U. official, who declined to be named, said the latest proposal was a "working document."
"This is a provisional paper, and there could be quite a few changes until a final decision on April 25," the E.U. Commission source said.
E.U. Commission spokeswoman Arancha Gonzalez (News) had no comment on the matter.
The tax duties would be a retaliation to restructuring loans and debt-for- equity swaps made by South Korea's state-controlled banks to Hynix. European chipmakers charge such financial support amounted to illegal state aid and allowed Hynix to offer chips at prices below the cost of production.
The Commission source said the regulator agrees with European chipmakers. " We're saying these banks behaved in a non-commercial manner. Normal commercial banks would never have given these loans to a company near bankruptcy," the E.U. official said.
The case could have major implications, legal experts said. If Europe finds unfair subsidies for chipmakers, it will bolster a similar complaint at the World Trade Organization that South Korea has unfairly bailed out shipmakers. Scrutiny could be extended to carmakers and steel mills.
The case's sensitivity means E.U. member-states will review the Commission's proposal in the next few weeks. The Brussels body has sole authority to impose provisional, four-month duties, but government representatives can propose modifications.
"This isn't an easy case," the E.U. official said. "There are private banks involved with European capital. This needs some reflection on whether they're giving state subsidies," the E.U. official said.
After four months of raised tariffs, E.U. governments would meet again and decide whether to continue duties for up to five years.
German chipmaker Infineon Technologies AG has led the legal offensive against Hynix. Infineon is the world's third-largest memory-chip manufacturer in sales terms. Hynix is number four.
Dynamic random-access memory, or DRAM, chips are used in personal computers. The chips cost about $4 to produce, but overproduction has forced prices below that level.
"We expect a duty of about 30% if the Commission finds subsidization," said Michael Schuette, a lawyer at Freshfields Bruckhaus Deringer, representing Infineon.
Hynix officials argue there are no government-backed subsidies. Private Korean banks, as well as Citigroup Inc. (NYSE:C - News) of the U.S., were involved in the chipmaker's restructuring. The banks determined that additional loans were better than allowing the struggling chipmaker go bankrupt. If Hynix went bust, the loans wouldn't have been repaid, said Jean Francois Bellis, a lawyer at Van Bael & Bellis, representing the company.
Korea Exchange Bank , Hanvit Bank, Korea Development Bank and Chohung Bank claim about 60% of Hynix debt. Germany's Commerzbank AG is the second-largest shareholder of Korea Exchange Bank, with a 33% stake, after the government, which owns 44%.
-By Matthew Newman, Dow Jones Newswires; 322-285-0133; matthew.newmandowjones.com
Mickey -
When QCOM began that run, they were constrained by the roll out of the network by the operators. The could not grow any faster than the networks grew (relative to 2G, at that time). But IDCC already has those networks in place, tested and collecting revenue to the operators (relative to 2G only). IDCC in (in my way of thinking for 2G systems) do not have any similar type of constraints from the operators concerning the growth rate. IDCC just needs to collect the respective signatures on the appropriate licenses.
IMHO, this process will decrease the profit margin for all of the operators and guide them to make the decision to upgrade to 3G sooner rather than later because the profit margins will demand it. JMHO
This site about options is new to me but very interesting.
http://www.iqauto.com/cgi-bin/pain.pl
my3sons87 - I am seriously thinking about attending the ASM this year. It is already written on my calendar. Last year I had a scheduling conflict but this year may be my first year to attend.
Loop -
You said, "There are over 100 companies claiming essential IPR in W-CDMA."
What would think about IDCC offering to acquire some of these small patent portfolios? Maybe, buying some for cash and maybe some for IDCC stock. Couldn't IDCC bundle these and offer separate licensing agreements per bundle (depending of general function)?
This could simplify the licensing process, streamline the rollout of 3G, and provide additional visibility, recognition and cash flow for IDCC.
OT: Loop, I really appreciate your posts over the years. Your insight is thought provoking and your humor is one of a kind! Thanks!
Why should ERICY be up 30% in the past five days?
http://finance.yahoo.com/q?d=c&c=ericy&k=c1&t=5d&s=idcc&a=v&p=s&l=on&...
And, What about Ericy's big reserve for past infringement? Will they now show a profit for last year?
OT: Interesting wisdom for today
"The aim of an argument or discussion should not be victory, but progress." - Joseph Joubert
I think we will be halted after a few minutes of trading! Thanks to every here for the swell ride!
Mschere and Jaykayjones
Regarding Bosch and Motorola
Thank you both for your input about my concerns. It is my impression that there is still meat on that bone and it is being stewed at this time. I am hopeful that dinner will soon be served and that it will be a hearty meal.
CLS - I had a discussion recently about Motorola buying Bosch. There should be some obligation from MOT to IDCC as a result of that transaction. Is it that somehow tied to a resolution of ERICY? My previous post was meant to stimulate some thoughts along these lines. The individual (he does not post to any IDCC forums) who was talking with me about this thinks there is an obligation involved here and maybe even a Memorandum of Understanding between the two companies. The Bosch contract should still have value to IDCC. I have no additional links to support these thoughts. What happens to other contracts when a company sells off a division? It doesn't void any existing contracts (does it?).
Question - Was Bosch ever involved in any type of strategic alliance with IDCC before Motorola bought Bosch? TIA
New Motorola UMTS phone may use Symbian OS
March 13, 2003 1:39 PM EST
SCHAUMBURG, Ill.--A filing on the Federal Communications Commission's Web site seems to have inadvertently revealed details and pictures of an unannounced Motorola Inc. mobile phone that features an array of advanced features, including picture and video capabilities.
The Motorola A920 seems to use the Symbian operating system and be designed for the third-generation UMTS Hutchison networks in Europe. However, the phone is registered with the U.S.-based FCC and seems to support tri-band GSM, which means it could be used in the United States.
A Motorola spokesman declined to comment on the device.
Motorola has already announced devices for 3G networks, as well as devices for 3G carrier Hutchison. That the device could use the Symbian operating system is interesting because some have guessed Motorola is moving away from Symbian.
Motorola isn't the only mobile phone maker that seems to have inadvertently revealed information about upcoming devices. Nokia Corp. recently put out a press release detailing its CDMA plans that included information about upcoming CDMA phones, which the company has not yet formerly announced. A Nokia spokeswoman confirmed the company plans to officially release additional CDMA phones next week. Dow Jones reported the company plans to release five new CDMA phones, including several advanced models.
Nokia has in the past stated its intent to improve its CDMA product lineup.