I_Q
I agree. As we all know, the strategy for both Samsung and Nokia has been to delay as long as possible and increase legal costs for IDCC as much as possible to put pressure on IDCC to accept much lower licensing rates. They have been pretty successful in implementing this strategy: legal manuevering has dragged on for years and cost IDCC tens of millions of dollars. However, I am confident that both Nokia and Samsung realize that they are infringing valid patents and will eventually be forced to license, and IDCC has not accepted much lower rates. Both Nokia and Samsung must realize that IDCC is not going to cave in on rates at this point.
Up to now, Nokia and Samsung have been free to pursue this strategy with little or no risk other than relatively minor (to them) legal costs. But things have entered a new phase where Samsung is pretty much assured that they will have to pay IDCC $180+ million for 2G, and will still be on the hook for 3G. Both Nokia and Samsung are facing a relatively quick ITC proceeding that has the potential to seriously disrupt their business in the U.S. At the same time, IDCC continues to develop and patent valuable technologies that both Nokia and Samsung will very likey want or need to use, and IDCC has continued to license companies like Apple and RIMM that are very aggressive competitors in the fast growing and critically important smart phone industry.
As a result, I believe that Samsung is motivated like never before to negotiate a license with IDCC for all 2G and 3G technologies. Nokia has a little more time, but they will also be under increasing pressure to license.
All my opinion.
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