InterDigital Inc (IDCC)

[mschere]

You have placed words in my mouth..and owe me an apology!
The Original post that I responded to relates to handset sales for the period Jan 1 2006 through December 31, 2006 and I stand by my post!As far as NEC and Panasonic..they and all other IDCC 3G licenses are royalty bearing UNTIL THE LAST PATENT TO EXPIRE! If you do not believe that Ericsson, Samsung, Motorola, and LG will be signing new 3G Licenses with IDCC by Year end 2006..I would suggest you sell your IDCC position at the earliest convenient time..
P.S.Kindly indicate any CITE where Nokia's 3G License ends in 2007 to support YOUR STATEMENT! TIA


mschere, question right back at ya, how many phones sold in 2007 will be royalty bearing to IDCC? By royalty bearing, I mean cash in IDCC's bank account? In 2007 Nokia, Samsung, Ericy, Sony Ericy, Siemens, NEC, Panasonic and others will be paid up as some such as Siemens, NEC and Panasonic are paid up now.

I am venting but to state that in the 2006/2007 time frame that 70% of all phones will be royalty bearing to IDCC sure is wrong, especially when you consider that even if we resolve Nokia and Samsung soon, in 2007 all Nokia, Ericy Sony/Ericy and Samsung will be paid up for GSM and therefore NOT be royalty bearing to IDCC.


Posted by: nieves
In reply to: nieves who wrote msg# 134778 Date:12/5/2005 7:47:24 AM
Post #of 134907

Wireless Technology: Raised 2006/07 handset estimate to 920M & 992M@CIBC
The firm believes their estimates are higher than consensus and they see potential upside. CIBC feels the strong handset outlook bodes well for the entire group, highlighting top large cap picks MOT and QCOM.

Posted by: mschere
In reply to: nieves who wrote msg# 134780 Date: 12/5/2005 7:55:30 AM
Post #

More than 70% of the estimated 920-992 handset sales to be sold in the 2006-2007 time frame will not be royalty bearing to Qualcomm, but rather to IDCC..CIBC has not done their HOMEWORK