L2V/Eneerg: thanks to you both, I'm refocusing on what is going on with Nok/Sam/Lu.
Recently, I've come to the conclusion IDCC is now subscribing to the Q precedent, "all of our IPR or none." In addition to the belief that Nok was surprised by the Ericy settlement, and consequently flailed to overturn its effect on them, I think we've overlooked something here - there's more at stake. I now believe our first clue was when the "indemnifier" raised its voice. Then the arbitration, with Samsung overtly (met with Nok in Finland days prior to Nok's filing) supporting Nokias move. Another surprise, IDCC learns of Samsung's possible arbitration intention, and IDCC takes this Samsung balloon and makes it happen, tieing it to Nokia.
Now Lucent. Possible "well known" licensee (Merrit's intended licensee?) Lucent (definitely a U.S. Corp, won't buy the "whole suite" so IDCC plays another trump card (I agree with Mschere on this and I believe Data Rox failed to forsee Tantivy's value for IDCC) and litigates Lu's infringement of Tantivy's (now IDCC) IPR. They will license IDCC's CDMA IPR, indemnifier or not.
HG is apparently more brillant than I originally suspected. I talked with him for a while during the ASM two years ago and as I related to you L2V, he was up there. Only now are we witnessing his brillance as was demonstrated in the apparent language incorporated in that 1999 contract with Nokia. He surrounded them and they didn't even know it. He then surrounded Ericy, convinced them we had the goods and cut a deal. Now it's Nokia's turn, but "the deal" has already been determined. My belief it even included CDMA - Lu will confirm that for me.
Eneerg, thanks for stimulating my thinking and you L2V, for highlighting those thoughts.
Nope, I'm not missing this "Dell/Qualcomm" performance either.
Market Data 
Markets 
AI
