teecee
I believe that IDCC will be successful in getting their W-TDD into the Ericy stack. Ericy is an infrastructure hoss and I believe that they will be the top producer in the W-CDMA market. It is a nice threat to hold over Nok in case they get lock jaw concerning rate setting. When I think of the dollars we forgave to get Nok in our corner and see their reluctance at setting a rate, it would not bother me at all to see IDCC/Ericy bury their infrastructure business. After all the smoke has cleared, it was the Nok agreement that capped our collection for 2g. I feared it when the deal was made and absolutely believe it now after reviewing the Ericy settlement. I just hope that they set the rate amicably and pay up without further delay.
At least we will have a revenue stream and multiples in place when the 3g train finally leaves the station. It is significantly less than I ever believed it would be, but I must admit something is far better than nothing. Only the old long term investors understand the value that has been lost and the value that still lies ahead. I am disappointed beyond belief, but I still recognize the greatness in this investment. There is no doubt that we are on our way now and only good positive bottom line accomplishments are in the future.
If Nok plays hardball causing a delay with Samsung, I will not be a happy camper because this will further delay the royalty streams and the setting of the multiples necessary to take this stock to our expected levels. As far as I am concerned Nok should be very happy to just set a rate and move on because the rest of the manufacturers owe them big time.
MO
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