InterDigital Inc (IDCC)

[Learning2vest]

vg_future, key point that some may not appreciate is that IDCC has already taken a whole lot into consideration regarding their IPR value in TDMA/GSM/EDGE. Several years ago some folks were expecting billions(with a "b") to flow from products built and sold in those standards.

Never happened. The Motorola debacle removed a lot of that IPR from further consideration, and the Ericsson litigation procedure removed some more if we use the preliminary Markman report as a guideline. The net result was that InterDigital reduced their expectations on royalties from TDMA/GSM/EDGE. i.e., InterDigital compromised all the way down to something like $30 million for ALL of those products that Nokia sold before Jan 1, 2002. And, based on the settlement with SONY/Ericsson, it looks like InterDigital is only asking for something like .25% on TDMA/GSM/EDGE products sold AFTER Jan 1, 2002.

I'm dug in behind IDCC management holding firm on the TDMA/GSM/EDGE compromises they have already made at this point. AND on InterDigital requiring that those "past due" 2G payments be brought current before getting a 3G license agreement.