InterDigital Inc (IDCC)

[Learning2vest]

While I agree that there has to be some interplay between IDCC and QCOM in the licensing game, IMO it's impossible to know which way that ball might bounce.

Based on what has been made public so far, that EU complaint is focused on a very specific issue, not on 3G licensing in general. The complaint certainly appears to be focused on QCOM's royalty demands for the W-CDMA standard.

Think about this angle; IMO it's not out of reason to consider seeing those same EU complainants decide to go ahead and execute W-CDMA licenses with InterDigital, and then use those IDCC 3G licenses as exhibit's in their argument vs QCOM.

What I'm saying is they might want to point out that they licensed "this much" essential and commercially significant W-CDMA IPR from InterDigital for "X%", and then ask the EU Commission to compare that IDCC IPR list with QCOM's demands for "Y%" royalty on "just this much" essential and commercially significant W-CDMA IPR.

No question that QCOM "owned" most of the IPR in the early "narrowband" CDMA standards, but don't think that is true in the current "Wideband" CDMA standard. Lots of players in the W-CDMA game, and InterDigital has been focused on developing that Wideband-CDMA stuff from the time it was called Broadband-CDMA a decade ago.