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Where exactly are we with the Samsung arbitration decision? Any signs?
Stupid question, will the fund managers add before or after the quarter end if they want to pick up IDCC in their portfolio?
Q regarding cash flow for remainder of 2006
Do we have a licensee that will owe us another chunck of change during 2006 due to used up prepayment? (ignoring Nokia/Samsung)
Or will it come from yet unsigned licensees? TIA
Is the judge allowed only monetary sanctions in this case? Can he place someone in jail for contemp?
There's no 10Q at year end
I would guess most of the longs here are holding out for north of 50. Will Samsung decision come about the time of SHM?
LG 56 Ericy 6 Kyocera 10 Sanyo 4.4 $76M?
Thanks again for the infor, Ronnie
We will recognize close to $76M in revenue in 2006 before any roylties from product sales. LG contract is looming large for many reasons.
Thanks Ronnie...can you post the quarter ending dates for the fixed revenue recognition from NEC (2G),Ericy, Sanyo and Kyocera (if applicable)? thanks again.
Thank you.....your post made my day.
What is the timetable for filing post hearing briefs in the Samsung arbitration? Or do we simply get a Final Award announcement from Samsung/IDCC?
The real beauty is incremental revenues drop straight to the bottom line...
How do I get to the AB board? Thanks
I believe we had an accounting change in the way we recognize revenue during 2004: Essentially 1 qtr lag to accomodate sales report by licensees. Thus 2004 only had 3 qtrs of recurring revenue....I think.
My notes from 1 yr ago..Motorola, Siemens and LG Electronics
Hope this is the beginning...
IDCC does not revolve around the Nokia arbitration.
I sincerely hope WM will provide us with more precise guidance on how the licensing talks are progressing. Quarterly increases in recurring revenues are nice but the bottom line is that it's based on PAST licensing activities. I'm not sure what the high end upside is recurring revenues based solely on current lincensors.
The best evidence of arbitration win.......
I will rest easier when IDCC recognizes the revenue from the Nokia arbitration. The revenue amount must be determinable and collectibility relatively certain. I eagerly wait the 2nd Qtr CC.
No reason to wait another 3 days
Mgmt has a fiduciary responsibility to notify the shareholders as to the 'news'. We'll decided wheather its good or bad.
Not material for NOK, fully reserved
WM stated the Company does not revolve around Nokia arbitration
Any thoughts as to our short term licensing goals?
How does Janet know that there will be a change in time frame for the award versus straight out award announcement? Isn't this a material change from what she said previously?
Thank you for the report......I hope this ends any and all speculation about the parties requesting a delay.
Do I understand correctly that IDCC can not contact ICC?
I'm not a very smart man.........
I've stayed with IDCC because of this board, great thanks to Jim. Corp Buyer, you have expressed your views and concerns and we all got it.
We are at the execution stage. We will know soon enough whether the current management team can take us to the finish line. I believe they can. I'm comforted by the fact we just had our best quarter in terms of recurring revenue, a key component to Wall Street in terms of valuation. Our expenses are somewhat skewed becuase much of personnel costs relate to future revenue stream, R&D if you will.
This is the most fun I've had with an investment. Hopefully it won't be an expensive experience.
Thanks for your ASM posts..........
Those at ASM...anything close to 'specific' goals discussed?
No way we've asked for a delay and announce in 8K we've not received the news. You go to jail for much less.
Nothing like a drop of 70 pts within one hour of ASM....
With a new CEO and 5/31 drop dead date, I refuse to believe there will not be any announcement today.
How long does ASM usually last? Is it broadcast live?
IF, BIG IF, bad news for IDCC then it would take Nokia 30 sec to issue a press release.
I'm ready to buy more shares on good news... I won't shower until 4pm
Your title line really freightened me............never mind.
Assuming a resounding victory next week, what are some resistance points that we should look for? TIA
I'm assuming that the original estimate was based on the 'rate' from S/E applied against Nokia's sales figures gathered from various industry sources. S/E was a different animal since it was settled out of court. Absent settlement, I would be very diasppointed if the award is less than $400M. JMHO
Anyone staying home Tuesday to watch the fireworks?
Are you saying that actual decision could have already been made and IDCC is withholding that information? Wouldn't it be material? I thought Janet said the decision would be made public immediately.
I believe Janet stated as long as it takes to write up a press release. They have no intention of delaying the news.
Tell me again what was the downside of firing 2 heavy weights?
Now there's a wife with some financial savy.