InterDigital Inc (IDCC)

[j70k]

Re:Qcom/nok dispute-The most interesting comment in the article posted by Gamco was the prediction that qcom would eventually get the same or near same gross rate that they are now getting from nok, but that the net rate would be lowered by the cross license rate nok receives.Nok is only out for nok and even though they are posturing for other oems about capping rates,the real game is negotiating a net rate that gives it a margin edge on the competition.So where does this leave IDCC in this scheme? Ideally for nok etal, someone with cross licensing capabilities buys out IDCC,but if this doesn't happen,then what? It appears that the strategy for now is "Stallgate",tying IDCC up in frivolous litigation with a goal of belittling its'3g ipr in case it has to pay later.The worst case scenario for nok etal is a strong IDCC with everyone paying for 3g.Because our business model allows so much to flow to the bottom line,nok knows it will have to deal with us for a long time to come.Unfortunately,after nok/qcom have negotiated their rates,IDCC will be dealt with,and I'm afraid that more litigation is awaiting us.Any comments regarding a different scenario or perspective would be appreciated.GLTAL!