InterDigital Inc (IDCC)

[Learning2vest]

Based on what I can figure out the best strategy for IDCC is to enforce the contract for 2G now that they have a favorable award in hand. However, that game plan could change the day AFTER the enforcement action is resolved(hopefully with Nokia's 2G payments in IDCC's bank account!).

Once that 2G enforcement process is completed, IMO the next step will depend on whether Nokia's 3G rates have been "triggered" under the current contract. If the 3G trigger has been pulled IDCC may have to decide whether to crank another ICC arb/enforcement procedure, or to terminate the contract and go bare knuckles for all of the 3G marbles in court.

I'm thinking there is a good chance that we are about to see some "bare knuckles" action in the 2G enforcement arena. Gonna be fun to see how the big bully responds when the "kid" he has been pushing around for years starts fighting back. Might be a good fight with the "kid" swinging an ICC arb ruling and having a federal judge to referee.