InterDigital Inc (IDCC)

[Desert dweller]

mschere, if you believe in the 2007 time frame that 70% of the phones being sold will be 3g, then how does your original post stand?

You said:
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

Right now Q has over 70% of the 3g market SIGNED to license agreements. We have something like 5% of the market. I am optimistic that we will have more by then but to state that IDCC will have more of the market royalty bearing by then is flat out wrong based on current license agreements coupled with the glacial speed of signing new agreements.

If you believe that a large portion of the phones being sold will still be GSM and not be royalty bearing to Q, then your assumption is still wrong since MOST of our licensees will be PAID up by the end of 2006 for 2G and 2.5G. The licensees will still be licensed post 2007 for 2G but we will not receive a dime from them for 2G from most of them unless we sign new agreements with them AND the phones are multi mode containing 3G technology.

If I misunderstood your meaning please explain how 70% of the phones being sold in 2007 will be royalty bearing to IDCC and not Q. How many new agreements will be needed in the next year for that to happen?