InterDigital Inc (IDCC)

[ziploc_1]

M3S: QCOM has an established business model which many large and small payers seem to have accepted. I now believe that IDCC's best chance to break in is as a kind of discount competitor to QCOM. Otherwise, potential licencees may take the same tack with 3G as they did with 2G. i.e. ignore us and let us take them to court. Furthermore, even with 1.5% royalties, the market cap for IDCC could grow to where the shares could still rise to the triple digits.