Replies to post #21051 on InterDigital Inc (IDCC)

[0nceinalifetime]

Learning, I can't understand how you come to these conclusions:

"OK, suppose that is what we are waiting on. What's to worry about? Not much longer term IMO, but plenty if your bet is on the near term "Call" options or you are pushing hard on the margin leverage at this point. "

You were discussing 3G royalty rates. IMO, there is plenty to worry about. The majors have not signed up yet. What part of that doesn't worry you? Qualcomm signed the major manufacturers up for 3G back in 1999-2000 with a few stragglers in 2001. What is so different about IDCC that manufacturers are waiting, waiting, waiting?

Now we have a third party willing to indemnify others against IDCC's IPR claims and you still claim there is nothing to worry about in the long-term? Please explain.

Once

[0nceinalifetime]

Learning, I can't understand how you come to these conclusions:

"OK, suppose that is what we are waiting on. What's to worry about? Not much longer term IMO, but plenty if your bet is on the near term "Call" options or you are pushing hard on the margin leverage at this point. "

You were discussing 3G royalty rates. IMO, there is plenty to worry about. The majors have not signed up yet. What part of that doesn't worry you? Qualcomm signed the major manufacturers up for 3G back in 1999-2000 with a few stragglers in 2001. What is so different about IDCC that manufacturers are waiting, waiting, waiting?

Now we have a third party willing to indemnify others against IDCC's IPR claims and you still claim there is nothing to worry about in the long-term? Please explain.

Once