Clamcakes, basically,
1)Nokia won right to see docs[Samsung still in arb. que]
2)NEC is selling 000's of handsets and is now IDCC's #1
3)1st Q was a blow-out, I believe we've turned the corner
4)HTC, RIMM, and others should start to contribute in 2nd half
5)Chips will not have material contribution until '05
6)Lots of stuff good happening within corporate sturcture, more board members, new comp. plan, etc.
7)Germany closed to offset cost of new comp plan
8)Guy Hicks gone
9)70% of all WCDMA handsets are expected to be sold by Asian mfgrs. NEC, Sharp,and Sanyo among leaders....
10)we really need an LG license
11) JPO has yet to make decision, but should soon (weeks, months????)
12)JP got promoted to Sr. Dir.
13)A lot of people got smoked on June 20's this month
14)Always go to the pre-ASM meeting, TC feeds everyone
15)LEAPS are a steal right now!!!!
16)Still not word from Mickey, we all hope he is okay
17)Sony/Ecricy is expected to sell 1.5M WCDMA handsets and still doesn't have a licenese..what's up with that????
Off to a meeting. I'm sure many can add much more. Over all, our current licensees have broken IDCC's negative earnings trend. The 3G rollout is here and IDCC is profitable. The street is expecting $.26 this year, but many of us expect much more...as much as $.80.
Got to go.....
Bob
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