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my3sons87

04/13/05 11:27 AM

#101746 RE: dagrinch #101745

Hey Grinch, you said "3G rates will have to wait on some other trigger, IMO."

Well hows about a legal foot in the butt based on Nokia's 3G non-infringement action.

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xdx

04/13/05 11:31 AM

#101747 RE: dagrinch #101745

Dagrinch: That's exactly L2V's point. It is POSSIBLE (some of us believe) that Ericy did not want to go too far out on a commitment until such time as it was upheld that their signing of a 2G rate with IDCC in fact triggered their competitor to the same rate. Many of us expect that confirmation with the rendering of the ICC on or before 5/31.
Now, as to 3G, some of us believe that Ericy has some sort of understanding (be it contractual or otherwise) that if it is upheld that Ericy is the trigger for Nokia 2G rates, then Ericy will (or may have tentatively already committed)agree to a 3G rate with IDCC, which again triggers Nokia now in the 3G rate.
That's how some of us see this 2G trigger validation again following up with a second shot in 3G
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Dishfan

04/13/05 12:22 PM

#101764 RE: dagrinch #101745

dagrinch, you good man, I was in complete agreement until I read Tom Carpenter's report. He mentions "likely" negotiated settlement many times:

http://wirelessledger.com/idccApril2005.pdf

Since Tom is a little closer to the action than we are, I'm now giving settlement a 50/50 vs. arb award.