Reading the exact wording of HG at settlement of E/SNE reminds me that occasionally lightning strikes twice in the same place. There is much more than an ERICY 3G agreement that could draw electricity to Benjamin Franklin's kite, but quite a long tail of rags and metal objects dangling, such as:
. A win on appeal of Summary Judgement
. Dismissal of the Delaware lawsuit that was a scorched earth play by Nokia from the start.
. Settlements on 2G and/or 3G with any of twenty or so companies IDCC has mentioned they are in discussions with.
. Amiable settlement and resolution with Samsung, prior to going to arbitration over the remaining 3G rate terms.
. Upheld patents from the JPO, and subsequent Panasonic agreement, and other licensees that will be triggered into action by the resolution.
The list goes on, and on
IDCC has taken a high and professional road, following one bold statement made by Howard, that many feel was an arrogant mistake (much like what NOKIA espouses daily toward their demise), but likely exposed NOKIA's underlying colors all along. I would like to think that Samsung, after witnessing it all and upon review of what was gained, would also take a higher road.
Not a single analyst made mention today of the total percentage of the market we now have under license, and their leading position in the market - which speaks loudest to those remaining, or the added position of strength both legally, and financially that we now have to defend our IPR that InterDigital is duly owed royalties on by those remaining.
I think the storm will not last long, and the shareprice will soon have fair and following winds.
And in reflection upon Nokias response to arbitration...an acknowledgement of "unwarranted royalties" does not bag you $252 Million dollars.
The briefing.com spin late today is an obvious composition of someone that was glued to the message board, and hoping to stir replies for a follow-up after lightning strikes twice - leavng himself open for a different outcome with a ?. I would encourage Rmarchma and others to respond with some of the reasons TO OWN IDCC stock, that he is nearly begging for as material for his follow-up column that he's obviously wanting to get started on.
"Mother Nature Bats Last" is a phrase that comes to mind.
