Notable Calls

The WSJ’s “Heard on the Street” column out saying that it doesn't have a sexy brand name, and its HQs are far from Silicon Valley. But InterDigital (IDCC) might be a winner in the cellular-telephone industry's move to multimedia phones. The co owns an array of patents on wireless technology that it contends are essential to making the high-speed-data phones that let ppl watch videos and surf the Web. Among co’s to license its patents are Apple (AAPL) and RIM (RIMM). But industry giants Nokia (NOK) and Samsung have resisted. From this month through Nov, the US ITC is set to issue a series of opinions and rulings on whether Nokia and Samsung have infringed InterDigital's patents. If InterDigital wins, and a court decision in the UK augurs in its favor, Nokia and Samsung would come under new pressure to sign licensing deals. Fees from those deals might double InterDigital's rev over the next few yrs.

posted by notablecalls  # 5:25 AM