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mschere...was it you or someone else that asked if .50 was possible for 1st qtr...thanks
my take on that and the "company of integrety" comment at the cc, is that there is way more to come with ERICY....
I think Howard did fine, he isn't the most energetic guy but seemed much better than last time I saw him on. He was on for I think 7 minutes......showed price chart, showed earnings for 4th qtr., talked about ERICY being resolved. Commentator asked about a rift with NOK, and he said no there isn't, they have been a partner for 4 years and that ERICY settlement was the basis for their next level and now they are just working on "filling in the blanks". Mentioned Infineon and the fact that IDCC would be offering the software, as they have in the past, or the finished product thru a partner such as Infineon. They also tried to insinuate that 3G wasn't really all that hot to trot in the US even if it was overseas. He countered nicely by giving a couple examples of applications and stated our human nature for instant access would definitely propel the desire for 3G here. Please correct me if someone heard something I didn't....
Marilyn..diferent stations...CNN-FN = CNN Financial Network
IDOCare, you have to register and signup but it is free...gives you realtime of up to ten ticker symbols
https://www.scottrader.com/Default.asp
One last post before I retire for the night. It was a tough day here in IDCC land. There were a lot of personal attacks that arose out of frustration. Nearly everyone was somewhat bipolar today with the ups and downs and all of the emotion. Frustration isn't anything new for any of us nor are disagreements. That said I hope we can all forgive and forget and have a little more tolerance in the future for varying opinions. It becomes a miserable existence for everyone when it becomes so personal. This forum has been the best for discussion of ideas concerning IDCC as an investment. Jim, rightly, insists on civility while knowing there will be disagreements along the way. It is my hope those that seem to hold grudges and pass judgement so quickly will be a little more tolerant of other peoples thoughts and ideas, that is how we all learn. Take care all, tomorrow is a new day.
raymond I think you are losing it...JK stated the FACTS as he interpreted them and then asked a final question. Would that be Insider Trading? I think he is looking for an answer for someone to weigh in on. It's a fair and legitimate question. Calm down man, you're going to blow a gasket...
glenny thanks for the correction, I feel your pain man, anybody that doesn't feel a little pain today has too much money. The sun might even come up tomorrow....
okiebug, I don't have a post at hand but I am certain this is how it was spelled out in the cc and again in the 10-K. The ERICY settlement was the framework for both NOK and Samsung paying on 2G/2.5G. Howard stated the dollar amount he thought each would owe for both 2002 and 2003. He went on to say however, that the contracts signed by IDCC, Samsung, and NOK allowed for a period or review and negotiation after ERICY was resolved. IF there were still problems arriving at an agreeable number that arbitration was also alotted for within the contracts. Someone asked him about the timeframe and he alluded to a very short time for these negotiations and review. He also stated in the cc that he DID NOT foresee this being a problem that would have to go as far as arbitration. He was not competely specific with days, weeks, or months but said very short. If I missed something please someone add/correct
Also this had absolutely NOTHING to do with NOK 3G situation that everyone is harping about. It was a completely seperate issue in regards to having a major manufactuere sign before NOK gets on board for 3G. Teecee confirmed with Janet that an ERICY license would suffice for NOK 3G license to go forward. Seems plain and simple to me, NOK doesn't want to be first,amongst the big guys, to sign
raymond, did I misunderstand your post? You said those sales were done 3 or 4 weeks ago. Per Form 4, Lemmo on the March 28, Briancon March 27th, Rip March 27th....I just want to be clear on what you were saying
laranger....I tend to agree with you here. I guess what frustrates me right now is that they weren't candid about some of these not-so-positive things in the cc. They knew full well at the time that all of these were a cause for concern. The rosey cc did indeed help to move us to the mid 20's where some were able to sell some shares. I don't begrudge them for selling AT ALL. I am however not thrilled that they weren't honest about what they knew at that point in time. That said I am not going anywhere now...sure I would have loved to have cashed out at 24 and bought back today on the pullback, but hey I didn't so be it...
glenny...my guess is you aren't real happy about this "buying opportunity" Hang on folks...we are a deal away from getting back all that was lost today. As painful as it is we aren't going to change their selling practices, but I guess each one of us individually has to decide what we think it means. Greed or need today or lack of faith in tomorrow? I for one am holding on to my shares, although I am not in the position to add to my shares. I doubt we see it retreat much further...I think we find our way back to 20 before the day is done.....
Just got alert, another form 4.......
mschere...did I miss something....NOK money in "days"? That means to me less than a week? Where are you getting this info...trying to be fair here but you state it as a FACT....show me where this is publicized
glenny...one of the astute posters here e-mailed me after the ERICY settlement and stated he was nervous that the settlement was a little "weak" in regards to sending a message to others. IDCC may not have had a choice but to take what they could get. It may have, however, shown others that they should just fight it out.
I expected 3G to be different but from that one comment it appears to me that we will be fighting in court again to protect and enforce our IPR.
BTW, the day isn't over, teecee always says that the first 15-30 minutes is for amateurs maybe we will just shake out some shares and get this turned around.
Long...did you read the 10K...the word "uncertainty" has entered more prevelantly into the equation and obviously some are fearful of the possible timeline that might be involved...that coupled with Rips' sale has spurred some selling. I am not judging Rip, BTW, only saying that the two together are putting some pressure on the price...IMO
Spree, At this point in time I tend to disagree with this statement
"i still believe we hit 50 minimum by asm, u just can't ignore 400 million and that is just the beginning, all the naysayers either are short or want your shares, don't listen to them"
I am no naysayer but if you read the 10K that $400 million is in question, at least for now. NOK/Samsung may very well contest their agreements which it appears they have a right to so we may not get that $400 mill near as quickly as I had hoped, and it may not be $400 million when we get it. I hope we are all just being a bunch of nervous nellies but it is looking like this could be a problem that takes some time to sort out.
Does anyone think that this is why we didn't come out of the ERICY situation with and IMMEDIATE 3G license? Taking a wild leap here..... If indeed it is QCOM indemnifying would they (QCOM)understand the lid that that may place on IDCC share price and thus make them a more vulnerable takeover/buyout target by QCOM?
As far as the other big $$$ we are wating on, As I said before I get the feeling NOK/Samsung will drag this out as long as they can....
Does anybody know how many Rip as left. It would be more interesting to me to see what percentage that was. BTW, that would be a nice chunk to put towards a new house while the rates are low for young Tilden (the COO of the company I work for recently did that). If they are selling a high percentage I am concerend if it's 10-20% not so concerned. Look at it this way, if he wants the cash now and knows he has plenty left to sell at $100 who cares. If he isn't real greedy maybe he says heck that's good enough for me for now I will get plenty more later out of the 80-90% I still hold.
Data, what page, I printed all 106 but would like to peak quick? Thanks
teecee, i think you are right...a little confusing and I think I am trying to pour through it too fast...lets not jump to any conclusions yet.....
M6, that is how I read that also. Looks like NOK protected themselves against ERICY being and end all.
ronnie, I believe someone posted a possible discount for NOK and Samsung for early payment (not sure that is correct terminology). Is that discount known (seems I saw 20%)? I guess I can be pessimistic at times after all the slaps in the face IDCC has had to tolerate but somehow I just think NOK and Samsung will drag their feet as long as possible. If its any less than 20% I'll bet they roll the dice with arbitration knowing it might be 9 months before they would have to pony up any cash and in the meantime it buys them time for a little overall market recovery. I have no doubt they will pay eventually as they have signed agreements but somehow they will contest in order to drag it out. I hope I am dead wrong as IDCC has been slapped around long enough and had to endure enough of this kind of stuff.
In My Opinion, this says it all.
"I personally am in the market for profit!! I'm not sure whether IDCC is worth $50 or $100 or $200, maybe $400 - but what I do know is the market will detrmine the price!!!!!
Whether you are Mr. Cheerleader or Mr. Negative doesn't matter. I buy and sell my shares in the market (BTW, I haven't sold any in a long long time). None of what anyone says its WORTH matters until the market agrees. If some that say it is worth $60 a share I will be happy to sell you mine tomorrow for $59, so as to make you a good deal BUT, be advised I will buy back 3 times as many (at the market price) as I currently own within ten minutes of your $$$ transfer to my account. The market sets the price not us.
OT: ams13, responding is definitely allowed, its not my place to say you can't respond or origiante a post. My point was that I KNEW you would chime in once the price went red. So you come across with the "no sale today so the price must be lower." You had been quiet since yesterday and probably just waiting for a drop so you could chime in. You will get your chance to sell at those higher prices next week. I have no gripe or issue with you selling, that is your choice its the constant complaint about insider sales that loads my gun and leads me to expect the negativity out of you. Once again I have no right or opinion to question your sales, its your money, its more the attitude that you like to convey here. I am sure that all of us who have been confrontational with you hasn't helped the matter. regards.
ams, I was just ready to post that you should be coming out of your hole at anytime being the price is down a whole 2 1/2%, we can count on you to pop in.
Quartz...I'll bite...I think if all IDCC said was that they expect 100-120 mil...blah blah blah...it might have been seen as a negoatiating ploy. They did however unquestionably point to around $9 sahre in cash by end of eyear which tells me they EXPECT Nok and Samsung will pay the full amount. This is the one area where I think they really say what they mean and if they are being conservative as usual we will have a very happy next few years. Whoops (love this edit feature),Dish you arleady jumped in...
micromays.....that is the clever side of teecee...your screen name..micromays2= micro=little=lil, mays=willie mays
ams13, so what is the reasoning and explantion for some of these guys selling back at 11, 12, and 14. This tells us nothing, we are at 23.00 an climbing on above average volume. Honestly if this really told us anything there would have been no upside from their sells down $10 ago would it?
Guess what Mickey.....you are wrong here.
"You don't know enough about the history of this company and what has transpired to even be skeptical, as you are being skeptical without the true knowledge of the past. Learn more about things and then make comments."
How about this I am not here to be right, I am here to make money. I like you OFFERED an opinion so don't tell me not to make comments. You said two years ago that a settlement was "done". Wrong. You said ERICY would pay billions for past infringement, wrong. You said that NOK and everybody else would be lining up to pay AS SOON AS ERICY was done, it hasn't happened yet. Do I expect it to, ABSOLUTELY, this year, ABSOLUTELY, but as you should have learned by now there are no guarantees as to timeframes. I am thrilled to hold the shares I have and will most likely hold them for years.
I just don't think you have the right to expect someone not to offer comments just because they haven't been here as long as you. Sometimes peoples perspectives get a little fuzzy if they look at things from the exact perspective everyday for years. I am done wasting the board space with this....It's my opinion, doesn't mean its right or wrong.
Mickey, with all due respect, don't you think there must have been more to the ERICY case that we never figured out? If that "Smoking Gun" was that solid I kind of think IDCC would have risked a trial or at least had a stronger settlement. I guess what I am saying we should have learned by now that a majority of the rumors surrounding IDCC haven't come to fruition. I am more for the facts, and I think the facts have come out and that IDCC is going to be kicking some major butt over the next few years and beyond. As Jim has said just let it happen. Those 20 plus you talked about might now wait out NOK or Samsung to see if there is anything "different" in that water. All I really know is that my shares are parked right here for some time as I watch this baby grow. I firmly believe we found a gold mine but it is going to take just a little bit longer to hit that big vein, we WILL get there just don't rush it or your expectations. Hope you are doing OK, I was sorry to hear about your loss.
OK D.R. what were the comments...how you feeling after the performance today....hope all is well with you
ams13 I would be lying if I told you I like it when these guys sell any...however there are plenty of people right here on this board that buy and sell shares quite often in order to make some money. We can B&M about it all we want but it isn't going to change the fact that officers of any company like to have some money in their pocket just like us. All your eggs in one basket isn't good for anyone. Maybe he takes his funds and goes and buys some ERICY knowing it has some good upside potnetial based on their new happy arrangment with IDCC. Maybe he takes the cash and goes to buy some Procter & Gamble as he thinks toilet paper and underwear detergent sales in IRAQ have been going through the roof. Everyone knows how you feel about these guys selling some sahres, all it does is clutters the board with responses (like the one I am writing) when we beat the dead horse.
I am sure more of the ams13 type of crap will fly this afternoon...but, to me the market is telling us there must be something else positive coming down the pike via IDCC. Those that choose to B&M need to have a private session with TC, he will set you on the right course (if you have any common sense). I didn't grab those shares at the very bottom this morning, nonetheless very nice appreciation in a matter of hours but unless Billy comes with his $250 today I won't be parting ways with them.
Norfolk...26.30..my guess is that NOK & Samsung are still stalling at that time...
come on billy boy, here is a great spot to invest in the mobile world.....pay me $250 a share today, he gets a great deal and I'd be OK with that price...for today only!!!
yep nieves...I am digging this bigtime...bought just a bit more this a.m. and will continue holding...we are bucking the trend on a bad day....
mschere, and why do you think it is not. I totally agree with you but if we can all see it and its just MATH why do you think we are trading here at 20? My thought is the big guns are waiting until we actually have the money BANKED from NOK and Samsung...I assume that is what everyone here was thinking but do you have any other thoughts?
Besides loving "green", how do you experts read this mornings action? It seems some of you can offer some good explanations on how IDCC is actually trading. loving this time in IDCC history thanks
Jim, well I for one would be very disappointed if some guarantees of specifics in a 3G deal were NOT a sidebar of this past infringment settlement. Just my feelings..