InterDigital Inc (IDCC)

[Learning2vest]

As long as we are sharing speculations on a quiet Sunday afternoon,... one of my points of interest here is the ICC arb process.

The IDCC/Samsung arb hearing was held back in January, so I'm thinking that it should be ready for final approval by the ICC's review council over in Paris about now. If I remember correctly, that "final review" council meets at the end of each month, and arb awards are sent out within a few days. If this is the month for IDCC/Samsung, Samsung only has a few more weeks to cut a 3G deal that leverages their 2G "payments due".

After that, Samsung will have an ICC award nailing down their 2G payment obligations, AND,... they will STILL be at risk for infringement litigation on their 3G sales at Cingular right here in the good old U.S.of A. Tic, toc,...