The more I think about the stakes on the table in 2G CDMA,....well, not sure WHAT to say??? Couple of thoughts are that it's gotta be a sticking point with the folks you mentioned because of the volumes they have already sold, and are still selling. It's probably not about a WHOLE LOT of InterDigital IPR. Also, 2G CDMA seems to be where the indemnification issue would come into question, and it's where the Lucent action is targeted. Was gonna leave this part out, but what the heck. 2G CDMA could ALSO be where QCOM's sub-licensing agreement with InterDigital comes into very "narrow" focus.
We know that 2G CDMA is only ONE SLICE of the future earnings potential here, but it could yank things around quite a bit before "the market" fully understands that. And,.... "Yikes!, the management at IDCC appears to have a bigger set of brass nuggets than I had ever imagined". LOL! I'm cinching my seat belt a little tighter.
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