Replies to post #435907 on InterDigital Inc (IDCC)

[zdog1954]

What a bunch of baloney.  The margin compression is mostly due to the LG license catch-up . They have to share with Sony.  Their wireless business has high margins with no sharing. It skewed the first quarter by a lot. The lawsuits have an effect, but not like the Sony share. IMO

[FanOfspringsteen]

Trickledown... I think we shouldn't dwell too much on the current increase in legal expenses , firstly because it's contextual, and secondly because it implies an acceleration effect on signings due to the pressure exerted. Finally, even if these legal fees aren't legally "compensated" in the damages, they increase the overall cost of license refusal, which can indirectly improve the economic value of future agreements. I believe we have an example of this with Lenovo.