Replies to post #131919 on InterDigital Inc (IDCC)

[vg_future]

infinite_q, someone on the yahoo msg board was asking if LU has any 2g stack technology that can be used by IDCC. Since Merritt said the IDCC is trying to acquire the 2g stack technology, so, maybe LU can be ruled out. What are your thoughts?

TIA.

-vg_future

[revlis]

Infinite-q

This was what was reported in the 8-k on the settlement.

"(Tantivy) have entered into a combined
patent license and technology agreement with Lucent Technologies, Inc. (Lucent).


"In addition, the Company and Lucent agreed to cooperate on advanced technology programs. The parties expect to enter into negotiations regarding licensing the balance of their respective patent portfolios and to discuss further business relationships."

Here is what was said in the conference call.

<A>: We've defined areas where we're going to work and we've indicated the benefit to us will be on the 3G global terminal unit side. So I think there's a good amount of definition there."

IMO, IDCC has patents that Lucent needs and Lucent has patents that IDCC needs. If they were going to cross license the patents, they would have said so and it would be part of a license agreement. The only alternative is the pooling of the patents otherwise why make a separate technology agreement. I would not be surprised if it was not the same arrangement that IDCC had with NOK on the TDD development project except in this case, it is a joint project with joint resources. Notice the use of the word, "we". I thought of another alternative. The pooling of engineers. But do Lucent really need IDCC engineers? IMO, it is IDCC patents that Lucent wants. Pooling of patents is the cheap way to go. Time will tell if I am right. I would be very much interested in hearing what you think is contained in the technology agreement.

mo
revlis