Replies to post #53662 on InterDigital Inc (IDCC)

[Gamco]

HP would be good - Dell would be better. Some maker of laptops should be wanting to break into Asia and Europe.

[mschere]

I totally agree with your analysis..but would add UTStarcom and Cisco to the prospective Bride list..



mschere, I really don't know what market share MOT has shipped regarding WCDMA infrastructure. Even if it was a small share, I believe that HG wouldn't put MOT in the "incremental" category. Surely he would be a little more upbeat about the possible licensees if one was MOT, don't you think?

I still believe the next licensee, assuming it is a North American company, would more likely be Lucent or Nortel - or even somebody like HP. After all, with the HTC license in place it would make sense for IDCC to sign HP. The two would really go together as a single, package deal, given their manufacturing relationship.