Replies to post #255110 on InterDigital Inc (IDCC)

[ellismd]

Yea, I just stop because I think it is useless trying to comment.

[nicmar]

revlis.. Could you give an anticipated date or approximate that you feel non-cellular signings will begin to become important to idcc? The next 12 months or? tia. nic

[JeffreyHF]

And you forgot that IDCC was supposed to have "the engine and transmission" of 3G. Their IPR position in LTE and other technologies will be less impressive,more diluted, and less valuable. I look for contracts for future technologies to be lower than those for 2G and 3G.Your assumption is they will be paid a higher, not lower rate/amount, in the future.That is at least questionable.And for those enamoured of fixed fee agreements, they did buy downside protection, but at the cost of hockey stick growth.Who wants to be in a business where you need sales to decline in order to win?