My $150M-$200M estimate is for 2003 only. I don't see how NEC, Sharp and Matsushita can come up with your minimum of $100M in 2003. Sharp's PHS/PDC sales, for example, are expected to go down as its GSM/WCDMA sales go up. Your 2003 upside is only possible if Sharp's PHS/PDC sales decline much slower than expected and its GSM/WCDMA sales increase much faster than expected, but that appears to be a stretch to me. That is also beyond IDCC's control so why saddle it with unnecessary expectations. Know what I mean?
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