Ronnie..When IDCC made their Samsung estimates in early 2003..
IMO:Samsung's sales mix could well have been 80% cdma and non-royalty bearing ...today their GSM/GPRS/Edge sales may well be the 80% portion and Samsung has a far greater share of a much larger market, with the highest ASP in the Industry. Samsung will owe IDCC some $25 Million for their 2005 covered sales when computed at a non-discounted rate...When added to Nokia's estimated $40 obligation for 2005 (at the new ICC rate)..IDCC should receive some $65 Million in recurring revenue from Nokia and Samsung in Fiscal 2005..That will be some 80 cents per share after tax for each diluted share..
From the IDCC CC on July 5 as follows:
"As to Samsung, in the March 17, 2003 press release dealing with Ericsson and Sony Ericsson license agreement, we provided some guidance on Samsung's royalty obligations based on the terms of those agreements. Specifically, we stated that Samsung would owe InterDigital approximately 22 million to 27 million for 2002 sales. In addition, based on Samsung prepaying its 2003 and 2004 royalties, we would have recorded revenue of approximately 20 to 24 million for 2003 sales. Based on our application of the Nokia tribunal's award and updated information as to Samsung's sales for the years 2002 through 2004, we believe those original estimates are still valid and the actual amounts could be somewhat higher based upon prepayment discounts for past sales no longer being available."
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