InterDigital Inc (IDCC)

[goblue]

bulldzr--some things to keep in mind:

a. the arb panel never awarded us $30 million in the NEC case. in fact, they never made a ruling at all. we SETTLED for that amount in addition to a recurring royalty bearing 3G contract. looking back on it now, it was a GREAT deal--esp when you consider that arb had NOTHING to do w/3G.

b. the difference betw nec & ericy vs nok is that howard and co NEVER outright boasted about how much they were seeking or expecting in nec and ericy....if you wanted to find that out, you had to dig around in a few SEC filings.....whereas nokia they mentioned it not only in sec filings, but CC's and PR's as well....imo, that's one indicator of how confident howie and co were in our position.....they truly believe they're owed the amounts they stated......HOWEVER...since nok has now launched an all out war including 3G, it may be worth it for idcc to settle for much less in 2G in exchange for a royalty bearing 3G contract a la NEC......mho

ps how bout that michigan softball squad??