InterDigital Inc (IDCC)

[jaykayjones]

mschere...let me try to answer your questions in an indirect manner. If IDCC is correct in all its assertions about scope, validity, triggers, compliant products, etc., then it has a slam dunk and, IMO, the arbitrators would have wrapped this up some time ago.

Unfortunately, IDCC's recent batting average vs. NOK - after coming to the plate asserting "we hit watershed home runs" - is less than stellar. Further back, many of the rulings in Judge Sanders' and Lynn's court weakened IDCC's "claimed" position (although this didn't stop Ericsson and S/E signing up but we don't know how it affected the rates.) In addition, IDCC's achievements in earlier arbitrations didn't fulfil expectations.

The reality is that NOK has raised some issues - which we may not like but can't hide from - and, further, it has convinced Judge Lynn that it may have been injured by the nature of the I&E settlement and its subsequent secrecy. The fact that IDCC petitioned against NOK to keep the sealed orders sealed does not strengthen their case, IMO.

As I posted earlier, having bought into the "watershed" story, recent events have cracked my rose-tinted glasses and now I think I can see a red flag. I welcome the debate that's going on here and the challenges to my posts. However, I do fear that we are out of the real information loop, that the Nokia issue will run on longer than we expect, and that it will have a number of other surprises in store along the way. As always, JMO, JK