InterDigital Inc (IDCC)

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Jim, thanks for the Deutshe Bank report. It's a real eye-opener to anyone who didn't believe my early warnings that WCDMA would have a lot of technical issues that would take a long time to iron out. That's because of all the "contributors" and the fact that the standards bodies are slow, inefficient and often have ulterior motives.

At least Qualcomm is rolling out the 3G technology they believe is optimized for the market and they are doing so on schedule and without major problems. This is a great positive for IDCC if they really do get CDMA2000 royalties from all the manufacturers but that's looking less and less likely as CDMA2000 roll-outs continue without new license agreements.

This WCDMA delay wouldn't be so bad for IDCC since it extends the sales of GSM and TDMA equipment but the $34 million IDCC got from Ericsson for a decade of alleged infringement does not seem too lucrative. And if Nokia is balking at even that tiny sum, well, I think the picture is obvious. If only all the manufacturers would just pinch their noses, look off to the side and hold the pen straight out in front while they sign on the dotted line. Of course that's not looking like it will happen anytime soon.

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