InterDigital Inc (IDCC)

[The Count]

Difference between QCOM and IDCC licensing

Very simple, QCOM went to the court house steps, received a settlement offer and said f you, our IP is essential, valid and infringed and we're not going to accept a half assed offer because we're scared s-less we might lose. They won their case, suddenly had legal leverage and were able to use it to get very lucrative contracts with every tier one, tier two and mom and pop cell phone company.

IDCC tried the same thing against MOT and lost. They had to scramble to survive. Since that time they have always settled before any decision was rendered. Maybe that was the best strategy, but if it continues IDCC will get mediocre deals compared to what QCOM gets. IMO, the ITC case against Nokia is IDCC's last, best chance to make a stand that will allow IDCC to monetize thier IP in line with their investor presentation. Otherwise they will continue to sign progressively poorer contracts as everyone realizes that IDCC will always fold.

See my post http://investorshub.advfn.com/boards/read_msg.aspx?message_id=36619695 for an explanation of my reasons for why I hope IDCC will not back down this time.