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I'm all ears when Jeffree speaks---I've been suffering from a Kidney stone on the move--the worst of illegal immigrants on earth is kidney stone----let this pass
yes it looks strong today
I read that the weather forecasters are right about 1 out of 10 times 9(as are oil drillers) but they have job security, there's few people willing to take them on , on the 9x they are wrong----since every one expects those odds---
Anyone up for a "virtual drink" at the virtual ASM in June?
The print of 57.62 was a fluke , some rapid trading program I suppose, so we are trading at or near our real 52 week high and I'd like to congratulate all the longs---the guidance was almost all repeat royalties, more to come, A LOT MORE...I can't wait to tell a broker, to take a look at this company , most brokers are full of BS, caca, and other bad bacteria---and pull people in at the top and puke them out at the bottom----
the CEO of AOL was on the talking idiot show, CNBC this morning and said , he found a lot of "hidden assets" when he discovered the patents at AOL and they monetized them----amazing the goof ball talking idiots didn't put the 2 together Money and patents---
why bother not many cover IDCC , YET...I say YET
Buffett said if interest rates remain low as projected for 10yrs, the markets are all undervalued..I say....there's no reason for rates to increase--we are importing deflation from Asia, China ,and we are using less labor in all areas---companies like Google have defacto monopolies and produce more $$ with few workers (sad face here) , but the new world reality is here---and google owns 65% of the worlds search on the Internet (sad face for Microsoft here), Bing and others---
BM has always said, "we only need to win on one" so we won on ONE and I expect finding a path to settlement is in both parties best interest---the public response is out of order and its smoke----they have to throw this stuff out to save face--but in the end they got cooked
Wsj reports how trucking companies using iot
About 50 billion devices will be Internet-enabled by 2020, up from 15 billion today, according to a recent report published jointly by DHL and Cisco.The Internet of Things is expected to generate $1.9 trillion in economic value in the supply chain and logistics sector over the next 10 years, ac-cording to the report. During that time, DHL and Cisco say.....wall street journal
Well said, well done, yes please lets not rehash the old Apple agreement, we got a raise when it ended.......and of course management knows what it knows we we know what it doesn't know---
The Graham & Dodd PE matrix , the 30yr at 2% a 5 yr growth lets say conservative at 20% , PE should be 106.7 times $6.....can I get a screaming BUY now---if interest rates go up of course it changes, but I believe we are in for a long period of zero to -zero rates----
I don't see how a company growing 30-40% and the fed funds at 2%, and the company paying 1.5% or so dividend is valued at 15x earnings?
good idea, it should have gone away before they bought the stinking company, division, MSFT has been funding the phone R&D for years and I guess they Nokia became "too big to fail" what a horrible bail out----at the same time, I think our chances are better with MSFT and a settlement---
Could it be "a ban will not hurt the public interest" since the public has no interest in their phones? I believe I read they are losing $22 per phone on every phone--while Ballmer buy the LA Lakers his failed phone plane is bleeding billions---what a mess, if MSFT didn't support its stock with huge buy backs it would be under $20 per share---
Great day and week, better days ahead , thanks for all the optimist, they do rule in the end----I have said to myself and a few, IDCC represents one of the best investments over time and its not to be traded---the runway just got clearer today
no problem loop, its fine and I know your intentions are good---
it would appear of they want to uphold their own standard patents they should respect IDCC's , Correct? I think settlement is in the cards-----
I agree, and the sooner we can get some agreement going forward will be the best idea--and let this go--Nokia market cap lost $30bil or more in trying to be a phone mfg and they got killed by the Chinese---of course some arrogance involved, MSFT is losing something like $22 on every phone--we have to excite them on the future---and $$$ will follow---
the purchase of Nokia phone division was done by Steve Ballmer his last ditch effort to save face for investing 3-5 billion with Nokia to build a viable phone, which has NOT worked...they lose $22 per phone on every phone----of course MSFT is trading at highs today, it hasn't hurt the stock since they have bought back a LOT of their own stock....and gaming is huge for them...plus the sher scale of Windows---
if they asked me they need to move very fast into m2m and with their cloud advantage that is a no brainer----IDCC could be a good partner and collaborative partner if they would put down the guns----and act responsibily----
this week, pretty fast I think
So with the DE case this week we could have 4+ patents to hang around MSFT neck for Mothers day---?
we lose and we go up, we win and we go up a little, we collect money we go up more.....someday this will be cash in hand...not sure when but someone is going to pay up from Redmond or Helsinki---
Doesn't the ITC provide some discovery we might not get for years if we didn't go that route? and the goal has been to bring about a license and so for several have licensed the portfolio---correct? so to that end, one would use all avenues available to bring that end result to fruition....
Good week, and some high fives are in order, we are knocking on the door.....
just from sidelines--looks like this is a step in our direction, you give some ground to take the highroad, again if ITC 613 is a win , we have check-mate, and/or serious talks Mon-Tues-Wed
With all respect ZTE, how can you claim IDCC has a monopoly when you don't accept the validity of the patents?
ZTE has initiated anti-monopoly proceedings against InterDigital in China, with hearings scheduled at the Shenzhen Intermediate People's Court on May 11 and May 13.
Did we ever count any ZTE $$ as ours, no not yet, I think with this out of the way and the score is still 3-1 , someone is going to pay---as Mr Shay said--and we have 9,899 more patents to litigate if they didn't see this one as infringing---
337-613, so we are due a decision on this, soon, and we have the staff agreeing with our legal positions----
lets hope for a clear and decisive ruling
agree, I have to remind myself, all the litigation efforts are to press the respondents to settle, and license--on "FRAND" terms
what if it teaches the lawyers where the holes are and they work on that over the weekend
here's the way my mind works: before today did we ever get any checks from ZTE? No, after today will we get a check? probably not, for a while--even though we won last time---monetizing the wins is hard , if we do get the big guys Nokia//Msft they could pay up faster--and the little guys will as well--Ok that's all
Hope they get as fast of justice as IDCC does, 4-5 yrs seems norm in most cases-----Judges have to see the inconsistency of those like ZTE
someone bought time for 17,500
some good news mixed with the record qtr would propel us to new highs soon---everyone feel better today?
agree, who's on first, what's on second , massive confusion---
“one mark of a good society for Greek philosophers from Plato onward was a lack of lawsuits” Melissa Lane...The Birth of Politics... how we doing?
My sources are telling me that we in the west , feel, when things are going too good , we expect something bad to happen and thus feel bad, our emotions control our spending...with the companies reporting earnings 75% are good and expecting better-----
some lack of tendency to control emotions leads to unhappiness
Nothing in this business is easy and void of strong control---investing test:
Financial Staying power
Emotional staying power
LG, the back and forward royalties could be substantial for them, I hope they have insurance?
yes, I agree Jeffree , the days are numbered and nigh unto
fruition....
No dreams to report but that's good, no nightmares either...
Qcom did the right thing a raised the dividend, Will others?
are we not on good terms with Alcatel-Lucent? seems we have made peace with them?