InterDigital Inc (IDCC)

[The Count]

Data, thanks for your analysis

I do believe that QCOM is the indemnifier. Your breakdown...

the "indemnifier" can only indemnify for those patents IDCC has given them the right to do so with, or 2)the indemnifier could be saying, all of IDCC's patents are not applicable if you use ours instead.

I tend to believe the prior is happening.

...makes sense to me, as well as your explanation of the hold up in 3G licensing (paying twice for the same IP). While it's disappointing to see that IDCC may not get paid for some of it's patent portfolio (because QCOM has already included some in it's bundle), I do believe that IDCC holds valuable IP that QCOM does not have the right to sublicense, and therefore there will be 3G licenses, just not for the rates I'd been hoping for.

Your post really clarified the situation in my mind. I could be wrong, but at least now I have a complete scenario that is logical and plausible. Thanks for your contributions.

Frank