Ge_jim and Ed re the 98 pound weakling
Although IDCC has not done as well in 2G as many would have hoped, they have still collected about $500m in 2G licensing revenues to date. These 2G revenues could easily exceed 1 billion dollars as soon as Nokia and Samsung pay 2G royalties for 2002 - 2006. Other than Qualcomm, I know of no other company that has earned nearly that much in licensing revenues off of 2G.
The real 3G game is just beginning. IDCC has played the preliminary 3G game much better than they did the 2G game. They have been very involved in setting the 3G standards, and actively participating in various industry bodies and forums. IDCC is a little behind in licensing CDMA2000, but they are very focussed on licensing that standard according to Merritt.
Merritt also seemed to suggest that IDCC's delay in obtaining additional 3G licenses was a result of being financially strong enough to wait for better deals. However, he has promised some more licenses soon with recognized companies. I'm not yet ready to dismiss their tremendous potential as board hype.
We are starting to see some of that 3G potential manifested in one licensee, NEC. But it is about time for them to start executing on a larger scale, and begin fulfilling the potential that many of us still see in IDCC. I have certainly criticized some of IDCC's top leadership, but I have never lost faith in their tremendous potential.
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