Jiff,

Accordingly Q is demanding a 5%, NOK,ERICY,MOT,NTT Docomo,Siemens are all claiming majority IPR in WCDMA there is actually little left for others and while NOK and cabal wants a 5% cap, so you can do the math and see how they are playing the game?

Regards,

Jim,

Absolutely true, info from the company is far and few in between even the longest longs are jittery at times. The trading itself tells the whole truth, imho.

I sincerely hope you are now back in, you had me shocked for a while there.


Regards,

Data Rox,

Thank you for you response.

Although I hope IDCC can get somewhere close to a 1.5%, I also hope that they react more realistic than I am.

Regards,


PS. I still couldn't get IR for any info about UTSI situation.

Data Rox,

From a most optimistic point of view, is it reasonable to hope for at least a 1% rate for all IDCC's 3G patent portfolio per you rough estimate?

TIA


Regards

Mshere,

To me a 'watershed' event is to sign Motorola, a giant in this wireless field.

Kind of like take care of business in your own back yard.


regards,

Mschere,

Question: Do you consider MOT is a potential licensee?

Regards,

billy jo,

I think if we can get MOT to sign for a 3G deal it will remove a lot of doubt about the capability of this mgmt, in fact MOT been selling a lot of products that certainly infringe upon what IDCC claim to have essential IPR. Just a lot of lingering doubts, jmho you know.

Please post more!

Regards,

Loop,

If NEC is pay FULL royalty on all 3G products @ an agreeable rate, does it matter whether or not it is a joint production by NEC/Siemens, IDCC is collecting even if Siemens is not fully lisenced?

Loop,

I concur completely.

Nokia is still a customer and so the reply accordingly, bottom line is that they tried very hard to squeeze the penny to death.

It will be exciting to read the Nokia's response coming, in a more revealing way.

Best to you.

MSCHERE,

Is that not 15 days?

JKJ,

That seems to be an indirect rebuttal to NOK 's assertion of inappropriate action of mgmt.


Regards,

Bill,

Our prayers are with Carol and you, let us hear from you Carol's complete and speedy recovery.

Mschere,

Assume IDCC will be cash flow positive for the end of '03 taken into account of a partial buy-back and the lay-out for Tanitivy, what kind of revenue picture do you have? My previous estimate was only $.01 off from your correct one?

Someone is buy at a pretty good pace here!

Regards,

Gejebr, I think most Japanese cos report their 02 yearend qtr at the end of March 03.

continue....

for you to come out in your first post to bash the stock, you need to present the other side of the story. Why don't you give us what you analysis of the revenue picture as a starter.

Btw, we all knew that Nokia ask for arbitration as stipulated by the contract.

Laundry guy,

Remenber you are talking to a very special board with many participants of erperts in their own field including trading stock. I personally don't care how much you trade or how well you do it

http://www.marketwatch.com/news/story.asp?guid=%7B0B35846E%2DF47B%2D4177%2D97B1%2D216CD100C512%7D&am...

Specbid123,


Per IR, IDCC is expecting revenue from FDD with Infineon starting 01Q 2004.

Kiko,



There is a hi possibility that IDCC is in hot persuit of multiple licensing deals right now and don't want to muddle the water??

Regards,

Menander,

Apparently when the stock was gradually moving back up to $18 - $19 area, his client thru his SOP privilege had the opportunity to unload and thereafter the $12 price with a HOLD rating, want another 30% discount from the trading.

Per his own contradictory report projecting further revenue from 3G but nothing from Nokia, knowing arbitration is not started yet,for 2G only. This is ridiculous, imho.

Regards,

Teecee,

Yes, especially some nations undet the umbrella protection of US and prospers now they think they are powerhouse status and don't want to play by the rule. I think a threat to reallocate production and withdraw troops home is a prudent first step.

A win-win=A perfect solution=2G/3G agreement with a minority stake from Nokia and screw Samsung!!

Sloan6,

Imho IDCC is being too concerned about being labelled as a 'collector', my view is that they ought to push very hard to get the TDD, FDD/TDD chips out as quickly as possible to nullify that perception. My simple way of thing is that we have thepatented technology, it is in the chips. License marketing is difficult to do if you can't show what you have on the table.

Jiff,

That visit from Samsung CEO might have something to do with it. How many licenses we get from Korean companies with all those cell phones they have been making?

I think we all should solicit our government to look into this?

Danny Detail,


Thanks for your response. After reading all the posts here seemingly most agree that Nokia is hijacking the 2G payment to apply pressure for a much more favorable 3G rates. Nokia is staging a battle here and now the million dallar question is whether or not mgmt will cave in?

F Marsala imho is being too short-sighted, in his position he might do well with try and true method but not with IDCC! I hope he be bold enough to reverse his stannding once the dust settle.

Danny Detail,

Nokia has plenty of international following I suspected that there were a great many oversea selling during the first down draft and the later was undoubtedly caused by Marsala 's negative reaction, in that regard well it was not too unexpected. In you highly sought after opinion, what do you think Mgmt should/could do to diminish fear in the investment community?

My thought of a timely 3g licnesing deal will give a big dose of calm effect, but that too seems like wishful thinking.

Regards,

Ken,

I have similiar take on what Teecee comment's about the obligation to his client to publish his new report (3 days later?)... it did harm other non-client shareholder more so, to have a lower price point and subsequently for an re-entry point? Implicitly so if Nokia settles and raises it back to 35 later?

Any creditbility problem there? Is this a wise move for him?


Regards,

teecee,

Sadly to say it was already more than half way done. He certainly did his job to cast doubt on the 3G revenue? Being more than vindictive if you ask me, oh well I guess when we ask for inst. it is always a two edge sword. The drop hurts more, much more.

Hope you stay around.

Loop,

Are you expecting strong sentiment out of KoP, will I be disappointed if we are not going to hear a lot more from them in the coming Aug 13th CC?

No answer back yet from Janet Pointe?

GoBblue,

Not only it doesn't makes sense, it borders on discredit himself and his firm without further justification for such sideline remarks rather than a full explanation of his view or from the view of mgmt,btw he was not on that cc asking questions,or was he?

Everyone here knows that Nokia is playing hard ball. What would be real nice is to have a 3G from Ericy now and stick it to Nokia?

GoBlue,

Too many floks here got rattled by some to get their cheap shares, the fact is that NOK will do what it can to get lower rate and further more cheaper rates for 3G, just look at how they dealt with QCOM given Q has an ironclad on CDMA, believe me it will be settled albeit at a steep hair cut( 30% ).JMHO.

Mschere,

"The Nokia concessionary rate is the sme as the Ericsson, Reicsson/Sony...pre-2002 rate...set in their @G settlement with IDCC" is a guesstimate unknown rate, right? You know I am not trying to be a smart a$$, but trying to arrive at a close approximate guess, that is all. Trying to know how much of another concession we can tolerate?

My own guess is about 0.4 and I do think we deserve at least that much after all these years of waiting......

Do you think NAKAYO is a contract manufacturer for UTSI?

Ronnie,

With your resourceful capacity, can you run down the number what rate it is for NOK when IDCC gave them an interim concessionary rate?

The bottom line is that they previously paid by a concessionary rate, they admitted obligation. They want to hold IDCC in check with an aggreement that then they refused to adopt a rate but by allowed other dictated to them what a fair rate should be and now they wanted to arbitrate a better rate, isn't that similar to change the rule during a game? (sound familliar?)
I bet that wouldn't hold up in court!

TIA


Regards,

Data Rox,

Didn't China adopted the standard 20 years patent life once it entered into WTO? Anyway I will try my luck with IR but I am already root deep with suspecsion regarding anything from IR to be trust worthty, jmho.( it is sad, isn't it after being in this stock for 10+ years ) There are continuance for the '863,'045,'089,.....so I think there shouldn't be a big deal if ERICY and all continue thru '06, that is my general sense.

I was just HOPING maybe there is a positive surprise to UTSI front? Thanks for your posting in this matter.

Reagrds,

Zeev Hed,

If you are strictly TA speaking....... extrordinary volume aftermath told the story support is there, new money indicated by good money flow, RSI will bounce up in turn lend support to 17.5 level. With IDCC I really don't know and I am not a trader.

Mkt should be OK, inflows keeping equity fund action above normal, bond are hurting right now and tremendous money on the sidelines, dollars are firming less likely withdraw from foreign funds......look good. Happy trading.

MSCHERE,

Could NAKAYO be a contract manufacturer for UTSI?

Data Rox,

Yes Sir I did, Does it mean that we have until '05 to collect?

For Chiness, if it were made and used in China, they will see as a benefit, they incline to paid.

Regards,

Zeev Hed,

As a guru, you should have mentioned that we are now way over sold already when it was testing support at 17.55 03 times the past few sessions? Once the debate set in whether or not arbitration is likely, as a lot of the folks here speculated that it is a mere business tatic by NOK, we should see the stock price rebounce to the 25,jmho.

Regards,

Data Rox,

Thanks for chime in, we have a team of 12(?) license attorneys
and I hope they are working hard to earn their keep.

From the info you kindly provided, it does seem it will be covered in China, the question begged to be answered now is that if it were made in China?

Also seems like that Japan still honors '089, so it doesn't matter whether or not PAS is manufactured in Japan? Am I getting this correctly? why can't our mgmt be a liitle bit more shareholder friendly, to let us be more informed?

Your opinion is much appreciated.

Regards,

Ziploc_1

There is no surprise with this mgmt's chronic problem, to say the least.

I felt that we should have reward more to the engineering group than the business group bc they produce more.