LG will sign the same deal that Samsung does. If it is only 6 to 12 months away it pays right now to wait. I've made an about face on this after reviewing the cell phone manufacturers matrix in Robertsons report. Right now I do not beleive any litigation is neccessary until after arbitration is finished.
The key will still be Ericsson, IMO. If Nokia does not settle and arbitration sets a 2G rate we need an Ericsson 3G license to trigger Nokia 3G rates. Once Nokia has both a 2G and A 3G rate then it will be very difficult for companies like LG to continue to infringe.
I'm thinking IDCC and SNE (Sony/Ericsson) have some sort of framework to what a 3G agreement will look like. I also beleive that no 3G agreement will take place until after Nokia's 2G rate is set.
Lastly, IMO the combination of a Nokia 2G and an SNE 3G will cause a "chain reaction" and get the rest of the unlicensed manufacturers in fold. That includes LG for both 2G and 3G.
Sometimes when we hammer management we need to admit we are wrong just as we would like them to. Now that I can see a "master plan" that will resolve all these issue I believe I was wrong in questioning their strategy as to why they were not more aggressive with law suits.
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