Replies to post #218377 on InterDigital Inc (IDCC)

[JimLur]

Thanks. This part sounds real good. Need to license Nokia and Samsung.

The long and short of this is that LB/Gartner are forecasting that 3G unit sales (WCDMA + CDMA 2000 in InterDigital's vocabulary) will constitute 39% (502 million units) of the 1.28 billion mobile device units they expect to be shipped this year and 45% of what they anticipate shipping next year. Of that 2008 total, they anticipate #1 Nokia will ship 25% (123 million -- 39% of WCDMA and 7% of CDMA2000), and #2 Samsung will ship 19% (100 million -- 18% of WCDMA and 24% of CDMA2000). Collectively that's 44% of what InterDigital sees as 3G sales but doesn't currently have under royalty bearing license.

[Desert dweller]

Eric, thanks for the info. Looking at Nokia and Sammy alone for 2008 at even a buck a phone for 3g and it adds over $4/share in earnings which drop to the bottom line less taxes. Use any multiple you want on those figures and we are going to rise substantially from here when it is done. If WM is anywhere close to getting what they are presenting from these 2 alone and the numbers are mind boggling that we are trading at the levels we are.

The long and short of this is that LB/Gartner are forecasting that 3G unit sales (WCDMA + CDMA 2000 in InterDigital's vocabulary) will constitute 39% (502 million units) of the 1.28 billion mobile device units they expect to be shipped this year and 45% of what they anticipate shipping next year. Of that 2008 total, they anticipate #1 Nokia will ship 25% (123 million -- 39% of WCDMA and 7% of CDMA2000), and #2 Samsung will ship 19% (100 million -- 18% of WCDMA and 24% of CDMA2000). Collectively that's 44% of what InterDigital sees as 3G sales but doesn't currently have under royalty bearing license.

[mschere]

Thanks for the detailed statistics..Interesting from the cdma2000/umts perspective..

The long and short of this is that LB/Gartner are forecasting that 3G unit sales (WCDMA + CDMA 2000 in InterDigital's vocabulary) will constitute 39% (502 million units) of the 1.28 billion mobile device units they expect to be shipped this year and 45% of what they anticipate shipping next year. Of that 2008 total, they anticipate #1 Nokia will ship 25% (123 million -- 39% of WCDMA and 7% of CDMA2000), and #2 Samsung will ship 19% (100 million -- 18% of WCDMA and 24% of CDMA2000). Collectively that's 44% of what InterDigital sees as 3G sales but doesn't currently have under royalty bearing license.