Rmarchma .. I didn't see anything in there about your assessment of management. Seems it either needs to be one of your compelling reasons or you need "an inspite of" paragraph or a "no need to assess" paragraph or "not qualified to give an opinion" paragraph explaining why you have not included it in the list since it is a major factor in almost every investor's DD.
Great post Ronnie..IMO: Nokia CDMA sales may represent about 10% of their total sales above what IDCC has claimed via the Ericsson trigger.
IDCC has publicly estimated Nokia’s royalty for these standards alone to be $100m to $120m for 2002, and $80m to $90m per year for 2003 and 2004. These projected amounts to not include a yet to be determined 3G rate or 2G/2.5G CDMA rate from Nokia for these other standards, which they have already licensed.
rmarchma ...just read your revised compeling reasons for owning IDCC stock...thanks for the continued work you have done in bringing this information to us. I have personally sent your past lists to many shareholders and brokers and will also do the same with this one.
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