Replies to post #28676 on InterDigital Inc (IDCC)

[mschere]

OT: I can live with the Company's disclaimer...

Based on the Company's application of the MFL provision, currently available third party estimates of Nokia's and Samsung's sales of covered products in 2002, and the Company's assumptions regarding such items as Nokia's and Samsung's sales mix, selling prices, and market share, the Company projects that Nokia's royalty obligation for 2002 could be in the range of $100 million to $120 million

[Desert dweller]

spider & mschere, I am actually expecting them to receive slightly more than they projected. With this management team they almost always underestimate what they really expect so they can exceed the bar. It is their very conservative nature when it comes to dealing with disclosing information to the public. The other thing to remember is the significant fact that the numbers they threw out is only for 2g & 2.5g. How much more is owed for 3g from the 3/4 (4 when you count sony/erricson as a seperate licensee)?

Also how much more will they receive in the next 12 months when you add in all the new licensees that are are sure to sign up due to this watershed event in the company's history? When the licensing momentum that Merrit talked about starts to bear fruit, the question is how much will we actually see in the next 12 months or so? If it is anywhere close to how much we should get it will be huge.