InterDigital Inc (IDCC)

[The Count]

vg_future, you new to IDCC??

...fight dragging on forever is out of question

How long is forever? Check with Loop on that.

I've seen no evidence that the infringers are looking to license on FRAND terms. Their strategy is delay, delay, delay. The choice they see is

Pay now

OR

Maybe pay later, probably pay less later (given a discount on past infringement - see ERICY or NOK) or if they get real lucky, pay nothing ever (see MOT).

I don't believe management is stupid, so I'm keeping the faith that they have good reason to believe they can get the contracts signed in a reasonable time frame, which is why we aren't suing everyone right now. I'm hoping they are not being strung along by unethical folks taking advantage of IDCCs willingness to play nice. I hope this modification is clearing the way for a deal with one of the majors that will hopefully break this year and a half logjam on the licensing front and give us the watershed event that we thought we had with ERICY and then with LG. But to say this "dragging on for years is out of the question" is a bit optimistic based on the history and my perception of the manufacturers business style.

Frank