InterDigital Inc (IDCC)

[nicmar]

"It still boils down to an investor's confidence that IDCC will bring Nok into licensing status. If you believe they will, then this is just a temporary rain delay. If you do not believe they can, then it is time to cash in and move to another sport."

Sammy brought us a 4 year $400 million dollar deal. Our analyst expects Nokia to bring us a 5 year $398 million dollar deal. According to the analyst we get 1 more year for about the same money.

Seems like we're not getting much revenue per phone. 35 cents for nok and 50 cents for sam don't look to me like we'll hit $100 soon. And apple and rimm, I don't know. mo. nic