InterDigital Inc (IDCC)

[lastchoice]

i also spoke with jp earlier. i couldn't find a shred of hope--verifying the fixed-amount over time, ODM carve-outs are typical of OEM contracts, discounts for fixed-fee are also normal, as they are usually irrevocable, etc...

the one interesting point was when she said that idcc had not broken out how much of the increased guidance was from apple. which in my mind, would be worse, as it would be less than $2m per each quarter.

WAIT.

didn't lg have a small first quarter's recognition? yes $11/14M. but theirs was an almost complete quarter--signed on 1/18. apple's was a minute portion of the quarter, 6/29 and 6/30. maybe the $2M is much less from apple, but is only for a couple days???