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Re: mschere post# 53661

Monday, 12/29/2003 4:46:09 PM

Monday, December 29, 2003 4:46:09 PM

Post# of 436087
mschere, I really don't know what market share MOT has shipped regarding WCDMA infrastructure. Even if it was a small share, I believe that HG wouldn't put MOT in the "incremental" category. Surely he would be a little more upbeat about the possible licensees if one was MOT, don't you think?

I still believe the next licensee, assuming it is a North American company, would more likely be Lucent or Nortel - or even somebody like HP. After all, with the HTC license in place it would make sense for IDCC to sign HP. The two would really go together as a single, package deal, given their manufacturing relationship.

i_q

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