InterDigital Inc (IDCC)

[davids]

MO: I don't see how IDCC could "cave" at this point. The ERICY rate is on the table. If IDCC signs a deal at a lower rate, then they are lowering the NOK and SAM rates via MFL, and making the arbitration a mute point (ie. what difference does it make whether or not ERICY is the trigger, if ERICY wouldn't be setting the rate anyways). On the other hand, it would be difficult for IDCC to sign up a major player for a rate higher than ERICY is paying as well. Therefore, the ERICY rate is about the only rate IDCC can license for pending the arbitration decision IMO.
Davids

If you were negotiating with IDCC at this juncture, and you knew that IDCC had NOK arbitration decision looming....would you negotiate in good faith, or would attempt play hardball and see if IDCC would cave.

Quite a roll of the dice, especially if IDCC walks away from a company playing hardball, and then IDCC gets a good arbitration decision or favorable settlement.