InterDigital Inc (IDCC)

[was-Beamer]

NOK & IDCC negotiating.

Are they talking again? RECALL the NOK deposition by Ilkka Rahanasto, VP of IPR on APRIL 28th, 2005 stating that they feel IDCC has been unreasonable and hence settling the ARB dispute, let along working on 3G is not happening...

"Interdigital's unwillingness to compromise and its continued unreasonable license fee demands have made the negotiations between the parties on extending 3G license unsuccessful. There are no current license negotiations and there are no plans to conduct further negotiations."

This would be the main reason for an ICC "delay" to wit they ALSO tell the parties that they will accept their request to delay (needed to come from both parties or it would not have happened if only one party requested it) BUT for not long...in fact, we estimate that you'll know the award by end of June...even if the deadline we set is end of AUG.

Imagine negotiating when you know a major and BINDING decision will hit in a matter of weeks! So, if you wait until post award notice, CLEARLY one party will gain a major leg up in the negotiations...SO...

One can assume that IF there is to be a settlement, it will happen BEFORE the ICC gives the 2 parties the Award notice...Hence the reason why the ICC did it that way...

Finally, IF both parties do wait and the award notice goes out in late June/early July, it seems to me the "winner" will not negotiate with the loser UNLESS IDCC wins and NOK comes back with a 3G "win" to make the settlement more palatable...to thier SHAREHOLDERS!

FOOD FOR THOUGHT