Replies to post #101933 on InterDigital Inc (IDCC)

[3GDollars]

The Nokia's 3G rate has to be comparable to that of NEC.

IMO like Loop said the best deal for IDCC and us investors is to have Nokia agree to a 3-G agreement where they can no longer litigate our patents. They must also drop litigations in Delaware and the UK.

No, IDCC shouldn't give back the prepaid discount. With the rise in Euro, Nokia has already benefit more than the lost in predaid discount. Remember, IDCC has incurred cost associated with this arbitration.

We shouldn't project the notion that one is better off litigating or arbitrating with IDCC.


In return IDCC can give back the prepaid discount they lost and give Nokia a lower cap on their handset sales. S/E paid IDCC some 28 million for 05/06 and has a 5 % market share. Nokia has about 35% market share which is 7 times the sale of S/E so the sales and prepaid discounts for all years is a nice chunk of dough to work with.

[rmarchma]

Jimlur re best deal from Nokia you said:

...."IMO like Loop said the best deal for IDCC and us investors is to have Nokia agree to a 3-G agreement where they can no longer litigate our patents. They must also drop litigations in Delaware and the UK."

I would add that the "best deal" for IDCC should also include a firm 3G rate agreement, and a contract extension for at least another five years on 3G beyond 2006. It would be a little icing on the cake to get a few years of contract extension on 2G/2.5G as well. The Street loves to see future revenue streams. As things now stand, both the 2G and 3G parts of the initial license agreement with Nokia are due to expire at the end of 2006.