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Sunday, November 14, 2004 10:54:52 AM
Quartzman, some very well thought out and insightful posts. Added a member mark so I don't miss any in the future. Thanks.
Ziploc, you said
Even a good settlement or favorable panel decision in the Nok case would be only a successful skirmish rather than an all out victory in the real battle,which is to to get paid for 3G.
Exactly right. I get the feeling many are becoming too focused on the arbitration. Yes, it is important and there are significant dollars involved, however 3G will be the driver of IDCC's future share price. I hope that IDCC has an effective strategy to motivate manufacturers to sign for 3G. I am very disappointed in the lack of progress on 3G licensing and fear a delay in getting licensed, which leads to uncertainty and "compromising" on past due amounts, which just encourages the delaying tactics. While I love the buy backs, the next time the company has some extra cash flow, announce they are putting 20 million into a legal war chest and start suing everyone everywhere. We'll have synergies from the multiple similar actions and can push forward on the ones going our way and stall on the ones that aren't. Got to come up with something to motivate them to sign and PAY for 3G NOW.
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