InterDigital Inc (IDCC)

[j70k]

IMO- It would be totally out of character for the proud Fins to allow a third party to dictate the terms of a major license. This is exactly what they are facing now, because their no.1 competitor is at a sh*t or get off the pot moment and will do what is best for their(Sam) company. Sam also has a negotiating carrot that Nok doesn't have and a time constraint that is immediate. What did Nok's end run around the ALJ really get them? They have created more cost and time to all parties, but really the only thing they gained was a perception of not having to deal with the immediate time constraint. If Nok chooses not to settle before the ALJ decision, they then have chosen to put themselves in a position where Sam could set frand rates and put Nok behind the infringement 8-ball. Only the 3 parties know how far apart they are, but has the decoupling of Nok/Sam really changed Nok's approach to getting the best deal for them? The one word that Nok/Sam fear the most is INFRINGEMENT, and this is exactly what the ALJ decision will be focused upon. With the game changer approaching, will prudent business decision making rule the day or is there some sinister plan at work here? My guess is, that it is every man for himself now, and that the best deals will be cut prior to the ALJ decision. GLTAL!