InterDigital Inc (IDCC)

[Learning2vest]

maddog, you bet! there are going to be a ton of revenues coming from W-CDMA in the years ahead. The really important thing about the favorable resolution of 2G vs Ericsson is that we don't have to wait for W-CDMA deployments to see the revenues start climbing up the handle on Howard's first "hockey stick" analogy.

It would be a big mistake to think of InterDigital as "only" a W-CDMA company. IDCC has a very large footprint in W-CDMA for sure, and without any doubts it's gonna become a big time cash cow in the years ahead, but there is going to be a ton of 2G revenue growth before then. IDCC's 2G value appreciation got knocked off the tracks with a badly managed Motorola lawsuit a long time ago and has been tied up in litigation for 10 years. On March 14, 2003 that 2G value train got back on track and there is a lot of catching up to do. Hundreds of millions this year according to the company. Buckle up and enjoy the ride!