Saturday, June 18, 2005 1:14:52 PM
Ok , if that hasn’t changed, well, pretty straight forward. No mystery. Suspense, yes, but no mystery.
We know the ICC has delayed the release from the previous date set. We don’t know why. I’m going to hazard a guess here and say I don’t believe they needed addition time to decide on the trigger. I would think the first 5 mo would have been enough for any discussion of that issue. We could speculate on the reason but I think it’s hard to find a negative spin from Idcc’s point of view concerning the issue of delay. I can find several from Nokia’s point of view however. But no matter, soon enough there will be no need to speculate.
What ‘s it worth if IDCC’s is favored. Well we hear numbers on this board of 100 mil to 500mil I guess. A lot to this. Time start, rates, coverage of all, part, well a lot of speculation. The company stated start time is 1/1/2002. Accrued from that date to current per IDCC statements. Loop , has mentioned a start date 1/1/2003 based on the Ericy settlement. He could very well be right. I think one should be prepared for either. The rates, nobody can get this right without guessing, however the contract as presented in the sec filings do state a convenience license vs. piece meal , which means to me anyway a license that includes infrastructure issues as part of and included vs. treated separately. It doesn’t appear to be a patent by patent issue with the current contract at least. In any event one needs to put a line in the sand somewhere. Don’t wish to go and put it at the full potential however. With the unknowns I don’t wish to set the bar of expectations beyond justified reasonableness. Again many things to factor. A figure above the 200 mil mark would be what I need to make me smile. But whose to say. Opinions will vary on that issue.
There is no evidence to suggest any settlement in the works. Nor should there be without the decision in hand. However I still believe that after all is said and done and the final card played from both sides of the fence that a settlement concerning 2g/3g , I’ll call it upgrade, is still the smart play for BOTH companies and I would not ignore the possibility. Doesn’t have to happen, but it would be an opportunity missed from both sides if it does not.
Still having a hard time with the message board offense presented by Nokia. I mean can you imagine giving your weekly brief to the CEO, perhaps something like, well we know what you have riding on this that’s why we are bolstering the suit with the old message board offense, this given by , well by anonymous people from god knows where who for the most part are pro IDCC as near as we can figure. You see we print screens from the board and send them off to the Judge for support. Read that last sentence a couple of times.
I have no idea what the legal bills to Nokia are costing, but in my opinion only it certainly appears to me it is COSTING Nokia.
IMO
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