Replies to post #44642 on InterDigital Inc (IDCC)

[mschere]

The key to IDCC third quarter earnings is a 3 Million handset order placed by Hutchinson 3G..comprised of Motorola and mostly NEC handsets..They have been out of stock in U.K. and Italy for several weeks now..and delivery may or may not be before 9/30..This order is worth IMO: some $15+ Million in recurring royalty to IDCC.(Some reports have stated that Hutchinson has already PAID for these handsets.but that has not been factually corroborated).Hutchinson has Infrastructure in place for Hong Kong, Denmark,Ireland already installed and paid for..but not up and running waiting on 3G handsets..NEC is geared up to deliver over 1 Million per month starting shortly of their 808 and New 616 handsets..from Solectron just for these European, Australian and Far East markets..They are contracted to produce in their own facilities 3G FOMA handsets for Vodafone Japan and NTT DoCoMo almost 1 Million handsets Monthly for the Japan market which has its 3G Infrastucture already in place to convert their 45 million 2G subscribers over to 3G handsets..I would expect third quarter earning upgrades by the Four IDCC analysts in the next two weeks..