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MSC290, It will be interesting to see whether this continued joint developement and the inclusion of HSPDA succeeds in generating any significant new revenues for IDCC. To my knowledge, it has not to date. Others here may correct that statement. Hopefully we will see in the future that this PR is the harbinger of more important happenings. The announcement at least lets us know that the program is alive enough to issue a PR about it.
revlis, my scepticism concerning the virus did not mean that I did not appreciate the fact that you posted the warning. I should have stated that in my earlier post. Thanks for taking the time to look out for the fellow board members.
revlis, who do you pay the ransom to? There's something suspicious about this news since it seems that the ransom money could be followed to the recipient.
My first thought; your idea would damn sure be sweet if it comes true. My second thought; it definitely could happen if a few more things fall into place. An ERICY 3G agreement or a Samsung settlement would fit the bill quite nicely!
nicmar, I agree with you.
nic,
You are one of my favorite posters for a variety of reasons but I hope you are wrong about your agreement with Hardball. I too will agree 100% that a "loss" would kill us and so in that respect. I'll also agree with him. On the other hand, I believe that the prospect of a loss is priced in as much as a win. Since the possibility of a loss is, IMO, less than one of a win, perhaps a loss would hurt more but technically, I believe a win would cause IDCC to make a sustained move above $20.00 and, consequently, would break IDCC out of the long term downtrend that IDCC has been fighting against for several years.
http://www.ttrader.com/mycharts/display.php?p=37552&u=plumear&a=plumcharts&id=1009
One thing to consider though; If a win would bring no upside to IDCC and a loss would cost a lot, why would anyone believing that, still be holding? $19.75 is near the top of the trading range IDCC has been locked in for a while. With no near-term upside, wouldn't it be wise to take profit at this price? Don't get me wrong because I'm sure not saying "Why don't you just sell and move on". That comeback always irritates me. On the other hand, your post doesn't seem to agree with your apparently long position. If, on the other hand,the post is a reflection of the frustration of forever waiting, I'm right with you. One of the reason that I agree that a "loss" will kill us is that I believe that if we do experience that loss, I don't believe I'll be the only one finally giving in and selling out, to find another opportunity.
Spree, you are much too humble in your assessment of the impact your post have on this board and the movement of the stock. JMO
Excellant question.
loop, the 10-Q, and this thread following it, has gotten me to considering whether S/E is still, either actively or passively, part of the cabal of manufacturers working to prevent IDCC from realizing its' IPR licensing goals. (This is despite their posturing with IDCC and opposing NOK during the arbitration hearings) Obviously, they have a lot to gain if NOK succeeds in delaying 3G payment to IDCC past 2006. If I'm not incorrect, S/E is the trigger for 2G for NOK and Samsung and NOK is the trigger for 3G for S/E. IDCC will continue to be, at least somewhat, in the same boat as it was pre-settlement; unable to collect while it is bogged down in lawsuits. Many here will say they HAVE to pay because IDCC's IPR s in the standards. The only problem is that we will still have to bring suit if the majors don't pay. It's seems evident to me that licensing all or most of the majors is dependant on getting the first one and somehow S/E was not that one until NOK finally agrees to pay up.
I've also considered whether QCOM has instituted its suit against NOK, not just as a counterstrike alone, but also realizing that if IDCC fails to succeed, Q will indeed be alone and without the same relative strength in IPR position it has had in the past to continue successfully demanding its licensing rates. (I know I'm not the only one who has put forth this theory) If IDCC is successful, the cabal’s claims of unfair licensing terms by Q will have less validity but if IDCC fails, Q will be all alone. Q has been IDCC's enemy in the past but with Q successfully licensing for WCDMA, it seems to me that IDCC no longer exist as a threat. It seems that today, Q will benefit if IDCC succeeds.
Please tell me what's wrong with this theory. Thanks.
OT: IDCC-KING, diversifying, I recently bought some PANL as it was basing after pulling back from it recent highs. Good news came out today after hours. It will almost surely get a good pop tomorrow and if it can get past the recent high, it could get another little run. PANL is similar to IDCC without the litigation issues. Long term, I think it can be an excellent investment. The yahoo PANL board covers the news pretty good if your interested in checking it out.
OT: Cool picture!
I'd sure hate to have that running me down! Wow!
OT: Jim, Once again, thanks for posting your views as related to the charts. I really need to force myself to get back to studying even though it's been hard as business has been good and keeping me busy. I have spent very little time learning about the fibonacchi's and I'm convinced that it would help me with my understanding of price movements and planning investment moves.
Incidently, I noticed you haven't posted as much here lately. I understand as I realize that you've lightened up your holdings with IDCC somewhat. However, I' ve enjoyed your postings on TA and since I don't have any friends that study charting, I'd like to keep up with you if you decide to move on to other investments without IDCC. If you didn't mind, I'd appreciate it if you would send me your e-mail address. You can e-mail me at plumear@hotmail.com. Of course if you prefer not to send out your e-mail, I understand that as well. In any case, thanks again.
infinite_q, I found this post on the yahoo board this morning. Perhaps it addresses the question of Lucent's ownership of a GSM stack. I'm not technologically adept so I would put it to others to decide whether it is an answer to the question.
"Re: Just a thought*2G Stack
by: VSerf (39/M/NY) 11/05/05 08:16 am
Msg: 242910 of 242911
Lucent's Sceptre® GSM chip set
http://www.lucent.com/press/0999/990921.mea.html
http://www.agere.com/NEWS/PRESS1999/092199a.html
http://news.com.com/2100-1033-978011.html
http://www.nordicwirelesswatch.com/wireless/story.html?story_id=807
infinite q, good post!
Wireless wazoo,
Not meaning to butt in but per William Merritt in the CC, the company was focused on a 2G GSM protocol stack.
“As many of you know, we have been developing 3G technology for some time and have done an excellent job in creating very advanced solutions like our Category 10 capable HSDPA solution. Nonetheless, the market for that technology has been somewhat constrained in some companies including many handset companies as well as new entrants to the cellular space, require not only the advanced 3G technology but legacy GSM technology as well so the purpose is a backwards compatibility.”
e-man, I'm beginning to get the impression that your not very happy about something. You need to learn to open up. Let it out, get it off your chest! LOL! Seriously though, try going outside and screaming. You'll feel better.
Later, try this. Place a GTC order to sell at about $19.75-$20.00. Check back each day to see if it sold. If it does, do one of two things.
1) Go buy another stock that doesn't give heartburn like this one does
2) If the price stays above that point, try to buy back in near that same price because it will probably come back to it before it takes off. If it drops back below, try to buy back in at a lower support area. If you don't find a good buy-in price, count your profit and look for another deal.
Whatever the case, there is no reason to be miserable. You could have a heart attack or something if you keep letting yourself get worked up.
Of course if you just letting off a little steam, that's OK too because I guess most of us are a little disappointed right now also, but I imagine it will get better.
Good luck!
L2V, I can see a lot of posts I've read in the past getting tied together. Your last two posts make a lot of sense.
L2V, Good thoughts! Best scenario I've heard today.
m3s, I think that rather than seeing a Bazillion dollars, most thought that if we won, it would be cause for the stock price to go up rather than down. Realistically, most are here to see their investment grow. It's understandable, I think, that many get frustrated when disappointment becomes such a consistent occurrence. Venting is to be expected IMO.
paheka, I've been curious about the 100 million as a result of the Tantivy purchase. That's a pretty good bit of revenue. Has anyone got an idea on what deals or whatever we have gotten that have been a result that would generate that kind of revenue? Data Rox? Olddog? mschere?
I took that statement to mean that our struggle with Lucent would be behind us, meaning that we would not have to be dealing with that issue any more. I may be wrong about that interpretation though
warbil,
From what I understood, ,UB said that IDCC had already realized 100 million due to the Tantivy purchase. My guess is, he's attributing the recent licencees to Tantivy IPR. I'd like to see an explaination to that statement.
Long term, I liked the tone of the CC but I did not get the feeling that we would see any rapid developements. The CC indicated that IDCC would be SHOPPING for a 2G stack as opposed to having something in place.
All in all, appeared to be a pretty vanilla presentation and I don't expect the price to be going north until better news arrives
Here we go! Only post something positive or sell! No dissidents allowed here! Bonsca, perhaps you should search for Jimlurs' posts today. Maybe he should just sell and move on too, huh?
Hey, you surely have a right to your opinion but IMO, Desert Dweller has voiced his and as far as I'm concerned it's as valid as any of the others that have been put forth. Personally, I'm hopeful that we will hear more soon that will make today's announcement seem more positive but, again IMO, I don't visit this board just to listen to a bunch of cheerleading. Try to be a little more tolerant of others' opinions.
I wonder how much of the buying today is short covering; Heh,heh, heh!
I expect that we will break through the 19.75 resistance very shortly.
I agree. eom
Since the court has granted both parties' motion "to extend" it looks to me as though we may have to wait until the parties have finished dealing with the settlement before the judge dismisses the case. It may be that IDCC will not release an 8K until that point.
Alright Dave, No teasers now! How about that pacer link? LOL
sjratty, I defer to your better understanding of the law and wording. Thank you for the correction.
I hate to say it but it looks to me as though IDCC did not come out on top with this settlement.
The order states that the suit is "dismissed with prejudice" concerning Tantivy's claims against Lucent and "with prejudice against Lucents counter-claims against Tantivy except that such dismissal will be without prejudice as to Lucents' claims of invalidity and unenforcability to the extent Tantivy asserts the patents against Lucent"
Anyone please correct me if I'm wrong.
I certainly hope so. It could be a few days before we know the details as IDCC and LU may have agreed in principle to a settlement but still have to insert the fine print, cross the i's and dot the t's. Still, I can't imagine either party agreeing to a dismissal before knowing exactly what the details are. It will be interesting to see what the stock does at the opening today as there may be some clues if there is a leak.
All this certainly sound good but IMO, it would be best to hear details before getting excited. Consider this:
"2) A request by IDCC asking the Court for relief to not have to produce the 15 boxes today as ordered "owing to the settlement and agreed dismissal of this suit"
IDCC is asking to not produce the boxes of documents at the same time that they agreed to a dismissal of all claims. Is it possible that IDCC settled for less than we might expect rather than produce the documents? Perhaps IDCC was more concerned about sanctions than LU. I know this is a stretch but still, I'm not going to get excited before I know more. I have been let down by my expectations many more time than not as far as IDCC was concerned.
Jim? Where's the chart?
Would it not be better for QCOM if IDCC were to win it's battles for IPR royalties? It seems that right now, QCOM is the only company that is successfully collecting on a wholesale fasion by using the same business model that IDCC has been for years attempting to establish. If QCOM wer not alone in the boat, perhaps they could not be accused of acting in an unfair manner.
While I'm very happy to see this information,I don't understand why we have to find out these things from independent sources. Why doesn't IDCC make this information directly available to its investors through its website? Why don't they just tell us what they have rather than cause investors and potential investors to endlessly search for this information?
ellsmd,
Do you know what language your posted article is written in?
Perhaps he had come under pressure from the company for failing to develope MARKETABLE technology. Am I not corect in my understanding that dispite chairing WiMax commitees, IDCC has not been recognized for any contributions? Corect me if I'm wrong. Perhaps this is all part of the company's new focus on turning technology into shareholder value. Anyone?
m3s, I agree with you. The individual speaking in the article indicated that the big corporations are having to pay. Why should the second tier manufactures have an advantage by not paying?
Good point Data. They wouldn't be crying for some help if someone didn't have a good grip on their kahoonas and was beginning to apply some pressure.
Sounds to me like IDCC is beginning to get the full court press from the cabal of phone makers who want to limit royalties. IDCC is being painted as a villian in the public arena in an attempt to gain support for international restraints against royalties IMO. The article implies that Samsung and NOK have already been victimized and it's the 2nd tier vendors who are taking the initiative to compain but personally, I see Samsung and NOK as being behind this all the way.