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Re: rmarchma post# 153104

Thursday, 04/27/2006 8:41:48 PM

Thursday, April 27, 2006 8:41:48 PM

Post# of 432679
Ronnie, you're right, as usual

Well IDCC does have NEC, Sharp, HTC, Sanyo, Kyocera, Toshiba, and Sierra, as well as LG, all licensed and paying recurring royalty to IDCC for 3G. Panasonic/Matsushita paid $19.5m for 3G, and IDCC should get the remaining 3G issues with them to trigger more 3G payments resolved fairly soon.

I am focused on the big boys because that's were the money is. All the above are nice, but without the top 6 we are struggling to break even. So while you are correct, for me, without the LG 3G license I would be quickly reducing my "all in" investment in IDCC when Sammy's arb/settlement is finalized. However with LG I am hopeful that others are on the way. But I've got too much of my future tied up in this stock to be blindly optimistic. Lost potential profits are much easier to absorb than actual losses.





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