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teecee

01/31/03 12:40 PM

#6570 RE: Desert dweller #6569

desert dweller...the miracle you speak of has occured once or twice before....it doesnt take a genius to see that the mkt thinks idc will get stiffed for 2g...i say we just give up and hit qcoms bid

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ziploc_1

01/31/03 1:26 PM

#6580 RE: Desert dweller #6569

Desert Dweller

"The ultimate rate for Samsung for 3g IMHO will be slightly higher than Nokia since Nokia does not have to pay for TDD but Samsung should." You seem convinced that even if we lose 2G in our dispute with Ericy, we will get paid for 3G. I would like to believe this. What convinces you?


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JimLur

01/31/03 2:14 PM

#6594 RE: Desert dweller #6569

DD "The ultimate rate for Samsung for 3g IMHO will be slightly higher than Nokia since Nokia does not have to pay for TDD but Samsung should."

IMO this is not true. Nokia only gets free usage of TDD patents that were jointly developed by IDCC and Nokia. Also IDCC retains ownership of what was developed. Any TDD that IDCC developed on their own Nokia would have to license.


"There is still the uncertainty overhanging this stock that if we were to lose the Ericy case, both Nokia and Samsung would not pay us anything."

This is true but only for the USA.

I have for a very long time said publicly and privately that if Nokia had a worldwide agreement with IDCC and ERICY won in court that Nokia would look like fools to their investors for paying IDCC while ERICY isn't.

This ERICY litigation IMO has no bearing on whats going to happen in the rest of the world regarding 2-G as well as 3-G.