InterDigital Inc (IDCC)

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There is an interesting disparity here:

"Mobile phone maker Sony Ericsson reported wider first quarter losses due to weaker sales and falling handset prices, and analysts said its goal of turning profitable this year looked difficult."

Qualcomm just reported also and said their revenues were helped by Average Selling Prices (ASP's) of their licensees handsets that were about 10% higher than the comparable quarter.

I wonder if the difference is the handset mix, ie. Sony Ericsson is mostly GSM and Qualcomm is mostly CDMA? That would make sense because CDMA is leading the market to 3G and color screens and higher bandwidth processors, cameras, etc. all work to drive ASP's up while GSM phones may be becoming more of a commodity type item?

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