Replies to post #99451 on InterDigital Inc (IDCC)

[mschere]

Question..Assuming the remote possibility that IDCC recovers zero from Nokia for 2G sales from 2002-2004 but is awarded the same 2G NET rate as S/E for 2005-2006..What would Nokia's Advance deposit to IDCC amount to , bearing in mind that S/E has Advanced IDCC some $28 million for that time frame, which is recognized as as recurring revenue by IDCC as it receives sales reports ? TIA

P.S.Most astute Investors will also include Samsung's 2005-2006 numbers..My combined low ball number is over $3 per share net income for IDCC 2005 from those 2, 2G sources plus Panasonic's 3G monies..

Time to get flamed. I think that you will be waiting longer than you may have planned.

I expect a "win" over NOK in arbitration if they don't settle for less in order to get a 3G deal (By the way, I don't think that I have seen anyone on this board - including those accused of being bashers - even mention the possibility of losing the arbitration. It is a possibility.). Either way, I don't see us going to 100. I don't even see 50. At this point I am hoping for 25. In the short run, we will get a few dollars, and no more. Why? Because I believe that Wall Street will value IDCC below where they would value a manufacturing concern with the same income stream because they are an IPR firm. IDCC is going to have to continue to fight and scratch with people over IPR as long as they are in business. The climate that allowed QCOM to explode is over. IDCC has great possibilities. A NOK 3G license would help to bring others into the fold. Successful resolution with the patent issues in Japan would help too. Recognition of narrow CDMA IPR helps some more. Nevertheless, it is always going to be a fight. The climb will be tough, and not overnight. Loop has been waiting for more than 20 years. I've been in for more than a decade. The issues of the day are ever changing (remember the European patent challenges - we were going to be rich - right through ERICY and to where we are today), but there is always one more situation to resolve before we finally get the respect that we all "know" is coming. Hmmm. Maybe the process is by its nature one of incremental steps.

[laranger]

Clarence.

Scusa. The devil made me do it. LOL.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Judge Rader - Your contract with IDCC just substitutes NOK for ERICY.

NOK - No it doesn’t.

Judge Rader - Yes it does.

NOK - No it doesn’t.

Judge Rader - Yes it does.

NOK - OK, it does.
(Poetic license obviously taken here).

[JimLur]

Clarence, You are so right and when IDCC is involved always expect the unexpected. We spent 7 years in Germany and under the protest of Alcatel,Siemens and Philps IDCC got the patents issued. We then went to court with them over validity and won and then they appealed that decision. Finally Alcatel and Philps withdrew from the appeal stating they no longer use the patents. IDCC is the victor, right? Wrong.

To this day that win in the German court was very important to IDCC investors but as you know Siemens , Alcatel and Philips don't contribute a dime to IDCC. Some day I would like to have an explanation on why IDCC spent 7 years defending patents and won and yet it hasn't produced a dime of revenue.

IDCC also spent 10 years with Ericy in court and still doesn't have a 3-G license with them.

Could we be surprised with the results of the arbitration? I hope not.