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Wednesday, March 31, 2010 1:47:28 AM
LG signed w/o litigation and Pnokio before why wouldn't they do so again?
Because the first time they thought they were getting a good rate by signing early, anticipating their increasing market share, and felt that the others would sign soon. Now that they've seen others with bigger market share not paying for the five years that they shelled out almost $300 million for, they may rethink the wisdom of paying until they see that their competitors are bearing the same cost. Kyocera signed before, and they're renewel is almost a year overdue.
IMO, there is no conspiracy holding down the price, it is the possibility of revenue declining as LG and others don't renew and MEN continue to stall.
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