Thursday, April 03, 2003 10:35:17 AM
certain manufacturers of 3G products have shown a reluctance to license our 3G patents because a leading wireless company has agreed to indemnify them against allegations of infringement.
How can we have so much of our IPR accepted/imbedded into the 3G standards and have this kind of opposition from a leading wireless company, and of course the $64,000 question is, who is this company? Is/was it Qcom, Motorola, Ericy, Siemens, or someone else???? This came totally out of the blue. I think IDCC needed much more elaboration on this shocking statement. When did IDCC find out about this, how many manufacturers are involved, which 3G standards, what do we intend to do about it???
Fact..It has been over 15 months since IDCC has signed its last 3G license..NEC..(I discount the IHOP joke)
Samsung's numbers sought for 2002-2004 IMO are not including their CDMA sales...
The explanation tendered by Investment Relations to date is absurd for any serious investor to bank on..Would any one buy an Insurance policy that specifically states that they will not pay out on future claims based on the ORAL representation of a salesman to disregard the printed word as being irrelevant?
Only one Analyst is currently covering IDCC and stockholders should only rely on either his evaluation of the seriousness of the statement or a further amplification by the Management,that themselves placed the issue on the table for the first time.
mschere
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