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Re: AndrewNCU post# 241159

Wednesday, 12/10/2008 10:07:54 PM

Wednesday, December 10, 2008 10:07:54 PM

Post# of 433277
Andrew, IDCC does sign 10-15 year agreements like Q, the only difference is that Q does it at the beginning of the term while IDCC signs these agreements 5-10 years into the agreement. Sort of like settling with Ericy where we got paid for from 2003-2006 for all usage up thru 2006. Ericy began selling phones covered by that agreement in the early 90's. Now Ericy has been selling 3g phones and infrastructure since about 2000 and still no contract but don't worry we will sign soon and it will cover those sales too.

Sort of like with Nokia letting them go for all their 3g sales up thru 2006 in 2006 for the same amount they would have received for 2g only as a result of binding arbitration. Nokia began selling 3g phones and infrastructure since about 2000. Sort of like signing with Sammy for a contract terminating in 4 years but covering all past sales. Sammy will have been selling 3g phones since when, 2002 when you count all flavors of cdma2000? That is a 10 year deal just that they didn't sign it until after year 6 was over. Sorry I couldn't resist.

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I wonder why IDCC only negotiates 4/5 years term license agreements as where Qcom has 15 yr agreements. I would be happy with a longer term agreement, as that would put an extended view on earnings, and hopefully put a floor on the stock price.

Thoughts?


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