InterDigital Inc (IDCC)

[NukeJohn]

From indepedent analysis of IDCC's Essential Patents covering LTE/4G, it appears that at worst case they are a strong second to Qualcomm.

http://www.slideshare.net/alexglee/3gpplteessential-patents2009q2brief

Qualcomm is getting ~5% on 3G and have stated they want 3.25% on LTE. They will still be getting 5% on phones that have both 3G and LTE capabilities. It remains to be seen what rate IDCC will command for their LTE IP, but I daresay it will be a variable rate and it will be a heckuva lot higher than their 3G rate. Based on the strength of their LTE portfolio, they should be asking at least somewhere in the 2.5% range for anyone willing to sign a license now. They may not get that, but they could easily wind up getting somewhere close to 2%. Of course, it will eventually require IDCC to take someone to the mat (either in District Court or the ITC) on the LTE patents. I assume they will choose the ITC because that venue is much faster.

JMHO,

NJ