Replies to post #39114 on InterDigital Inc (IDCC)

[osoesq]

Greed- You are presuming a 120 day review period. I am presuming a 180 day period. My 180 days expired as a result of the consent agreement that was filed with the court by which changed the effective date of settlement from 3/17 to 1/1. I think that if my analysis was is correct, the seeming collusion between ERICY and IDCC could have pushed NOK over the edge into arbitration. Regardless of the timing, the filing wasn't put together by two junior associates over a coffee pot on the night before it was filed. It had been worked on and honed for some time. Perhaps the venomous statements about insiders were added as an after-thought to show how mad they were.

[Learning2vest]

GAB, we are traveling down the same road, and asking the same question, i.e., why is Nokia behaving this way? I went back and read Nokia's motion for access again looking for some answers to that question.

That statement about "patents being a hinderance" jumped out at me louder than anything else. Maybe they turned over their cards with that sentiment. Big manufacturing/engineering firms like to be able to develop whatever they want without being "fenced in" by IPR. And when they do need to use technolgy owned by somebody else, they like to cross-license for it. Reminds me of the conflicts between the "free range" cattlemen and the fence building farmers in old Western movies. The cattlemen exchanged water rights and shared the open range for grazing until the farmers started staking claims to land and building fences. That's when the shooting starts in a lot of those movies. LOL!

Patent development houses like QCOM and InterDigital might be something new and threatening to the Nokia money managers. They have 20,000 engineering salaries to meet and don't want to have "fence builders" blocking the march of those engineers with costly royalty charges. QCOM is too big to buy or defeat, so Nokia appear's to be trying to avoid them by developing W-CDMA and WLAN solutions with as much alternate technology as possible. But they are creating ANOTHER "patent house" at InterDigital, and maybe that worries them a lot.

Ericsson saw the light regarding patent revenues during their litigation vs InterDigital, and set up a separate business unit to play in that game. Nokia appears to be still fighting that notion, and trying to figure out what to do about this InterDigital problem. Don't think they can go around both QCOM and InterDigital for 3G, so they gotta learn to live with it, keep it at bay as long as they can, or buy it. I'm thinking they are in the "keep it at bay stage", and we will just have to wait and see which way they go next.

[IDoCare]

"I think both Bill Merritt and Rip sounded a little shell shocked during the conference call.

I had the same response, especially with Bill Merritt who sounded so positive and was very articulate at the CC after the Ericy settlement.