InterDigital Inc (IDCC)

[Learning2vest]

I'm with Jaykay on where things are right now. I'm thinking that InterDigital is holding trump cards in W-CDMA, and that everybody knows that! IMO there are no questions about the fact that EVERYBODY is going to need a license with InterDigital for W-CDMA FDD and WTDD, they are just waiting to see if Nokia can knock a few tenths of a percent off the rate everybody else has to pay InterDigital for using that W-CDMA IPR.

Given InterDigital's policy requiring firms to square up on all past infringements, in all wireless standards, BEFORE signing a 3G license for W-CDMA,...IMO the important issues are 1) Nokia and Samsung's 2G rates being determined in an arbitration will set the standard for eveybody else on 2G through 2006, 2) the arbitration panel's confirmation that Ericsson and SONY/Ericsson are legally valid "triggers" in the rate structure of Nokia's 2G AND 3G license agreement with InterDigital, and 3) the establishment of respect for InterDigital's claims on IPR in CDMA2000.

The Nokia arbitration currently underway will give us the answers on those first two issues, and the surgical strike on Lucent should serve to accomplish the third issue. I like it!