hey Moose.....really no idea what the sticking point(s) are....but per the company they had been having "discussions" with LG prior to the contract expiration in 2010. I would expect that LTE was certainly a point in the negotiation.
what we do know is that LG essentially wiped the slate in 2006 for all prior usage, plus got paid up on GSM during the course of the contract, plus coverage on everything through 2010. During that time LG became a top 5 vendor (number 3 in 2009 and 2010 with ~8% share)....2011 saw steep decline in unit shipments....but they only moved down to number 4. Add them all up and the effective rate per unit appears to be under $0.50 (maybe well under).
So maybe they want to back out 2G, and then add LTE....giving them basically the same deal...as you said. Maybe they think that having paid GSM gives them access to other patents...dunno.
Suspect it maybe about LTE?
Maybe Data Rox can go into more detail.
I got a feeling LG wants the same deal they got last time and maybe Interdigital wants more for LTE included in the contract. Just a thought. Not sure.
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