Replies to post #297248 on InterDigital Inc (IDCC)

[dndodd]

NJ,

Thanks for all your analysis and hard work.

I don't remember the exact wording but Luckern said something to effect that no matter what he rules he felt their would be an appeal. If you are correct he may have done IDCC a favor and actually shortened the process. IMO.

David

[thomo]

NukeJohn
let me challenge a few of your assumptions on Samsung

Before IDCC settled with Samsung in early '09, IDCC already had a bond to collect from Samsung following 2G arbitration amounting to almost $200m covering the period 2002-2005. So if they can get that much money from 2G, covering 4 years (which backs out at over $1/unit) why oh why would they settle a 10yr licensing deal (2002-2012) for just $400m? Something smells. if you back out Samsung's 2G shipments from 2002-2012 - its well over 1bn units. So was 3G given away free?

So I'd appreciate your thoughts on why you think $300m of the $400m settlement with Samsung related to 3G. On my numbers, the 3G part came for free.