InterDigital Inc (IDCC)

[0nceinalifetime]

It's not incomplete at all. Actually the fact that the Ericsson agreement expires in only three years is too significant to not be discussed further. Why wouldn't they make the agreement go out to at least 2008. Do you think GSM, GPRS and EDGE will be extinct by then? Who cares if it only makes up 15% of the market. We all saw what Qualcomm did with 15% of the market in 1999.

Maybe we should ask the company if the Ericsson contract precludes renegotiating any GSM, GPRS and EDGE revenues after three years is up? Don't let them brush you off with a "We think that will be an insignificant part of the market in three years." I think even 10% would be significant.

Some people claim I only look at the negative side of IDCC. While it's true that my posts focus on the parts of IDCC that many would rather not see, I still consider all aspects of IDCC in a balanced way even though my posts mostly have to do with the negatives.

The reason for this should be obvious. There are already plenty of people pointing out any and all positives, why would I reiterate what they are already saying? If I think of a positive that no one has mentioned I will certainly mention it but it's pretty hard to do when so many are already dissecting everything looking for any hint of a positive, no matter how far-fetched. I'm trying to add a little balance to the discussion and the way to do that is to bring up the negatives that many would prefer to overlook. IMO, the negatives I bring up are not fringe concepts (like many of the positives mentioned here) but very real observations and possibilities that should be considered before assigning a risk/reward ratio.

Good luck,

Once