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bulldzr, since you mentioned the complexity of the MSFT - NOK relation...it would be worth to even consider the complexity of the license that MSFT had with Nortel...means...MSFT might not have transfer or sub-license rights.
Also, I didn't say anything about MSFT dominating the phone or PC world. All I said was that the rights for the patents could be only if they are in the phone business. Software (their Operating System....like Google's android) might need some patents as well, but I don't know if Nortel has anything in there that it can license out to MSFT. Having said that, MSFT and NOK could intelligently use their rights by calling the phones as MSFT phones.
JMHO,
vg_future
AMCSATX, I don't think it would work that way. MSFT and NOK are just patnering....but that doesn't mean that NOK gets the free ride. MSFT can use these patents free of charge provided they are coming up with their own phones.
IMHO,
vg_future
TI bought National Semiconductor (NSM) for 6.5 bill. Absolutely no indication in the option trades....that is called leak proof.
http://blogs.barrons.com/techtraderdaily/2011/04/04/ti-shares-halted/?mod=yahoobarrons
-vg_future
This could be totally positive though we have the
usual suspects throwing in there 2 cents with the
negative spin.
Look at PANL and how it went up after the
secondary offering news. IMHO, the PANL news
is negative when compared to this news and IDCC
might have already negotiated an agreement.
-vg_future
Not sure if already posted...Gotham Capital's Stock Picks
http://seekingalpha.com/article/259720-gotham-capital-s-stock-picks?source=yahoo
-vg_future
Is IDCC part of this solution? TIA.
http://money.cnn.com/2011/03/21/technology/light_radio/index.htm?hpt=T2
-vg_future
Doesn't look like today's buying is CAFC related....the drop from 43 can be tied to the 11 AM though (however, not necessarily the sellers...it could just be people trying to play into the fears). Look at the overall market and the buying pressure in IDCC for the first 1 to 1 1/2 hr. To me, it looks like someone is taking position.
JMHO,
vg_future
rmarchma, as someone mentioned on this board, the impact could be neutral. Not to sound like an opportunist, but it could be positive as well. Cell phones are very inexpensive items and a must have for everybody (particularly during re-construction phase of the lost community). These are not luxury or entertainment items. So, IDCC might do just fine or even better. JMHO.
JimLur, please remove this message if you think this is going to start unwanted side of any discussions about Japan.
-vg_future
JimLur, sales in the affected area (and not all over Japan). There might be some general impact across Japan though.
JMHO,
vg_future
rmarchma, thanks for the clarification. I stand corrected.
-vg_future
postyle, thanks for that. I think the thing that has to be considered is not just if the manufacturer is located in Japan but also where the products are selling. The Japanese manufacturers facilities might not have been impacted and they can still supply units to the world and so there revenues might not fall. The only impact I can think of and should be considered is due to
- if the factory is located in the specific Japanese earthquake zone and hence manufacturing impact (I don't think this would be true because these guys have multiple facilities)
- if the units are only targeted for Japanese market (this would have impact)
My 2 cents....before everybody starts panicking....and frenzy feeds on that.
-vg_future
MJPLIFE11, I thought everybody agreed a few weeks back that IDCC was in a breakaway pattern. So, did the results change the whole landscape and brought back all gaps into play all of a sudden?...IMHO, everybody is overreacting under pressure and someone in the market is simply taking profits or seriously playing the fear. All these theories thrown around simply tell me that nobody believed that IDCC deserved the upward movement and were just paying lip service by saying we are finally got recognized. Totally unbelievable.
Goodluck to all real longs!
vg_future
PS: this post is not against you....but, many others who are throwing theories out there.
FISH21049, okay. Thanks.
-vg_future
FISH21049, do you mean..no decision today or no info about the case at CAFC altogether? Thanks.
Probably, someone can check and confirm.
-vg_future
bulldzr, exactly my point...it is just the momentum players leaving the stock. It is not the uncertainty of CAFC case. LG would sign, IMHO, it is just a matter of time...so, either someone is playing into the fear....or, again, might be impatient to wait.
JMHO,
vg_future
paheka, a beat would have helped, but might not have stopped the decline later on. As I said, it is either impatient money leaving the stock or someone playing it again. In either case, it wouldn't have mattered unless there is more than just an estimate beat.
I am pretty sure that the incomplete information about 9M is definitely not the reason for the sell off....the market conditions are certainly fueling the downward movement.
AIMHO,
vg_future
bulldzr, I have to disagree with your analysis (atleast partially)
1. What is now uncertain about the CAFC case that was not after or before the hearing? I think it is more certain in IDCC's favor than it was then....probably it is taking normal time at CAFC...but, it isn't necessarily bad.
2. The failure to immediately resign LG happened at the beginning of the year (when the earlier license expired) and IDCC went up even after that....IMHO, it is only the expectations of the short term traders that were not met...yet.
I think everybody needs to relax a bit (rather than simply throwing around theories) and let things play out. The current price movement seem to be like...just the impatient money leaving or someone playing the fear.
I know that you are a long term holder and have seen IDCC go through days that are worse than these...in fact, IDCC is in a lot more better shape now.
AIMHO,
vg_future
The same guys who were talking about IDCC being undervalued at 55 to 58 are now saying that we shouldn't have been there to start with. That is the basic problem with IDCC...it has bunch of non-believers as shareholders who jump at every opportunity to fuel negative sentiments. Nothing changed in last 2 weeks except for the price of IDCC......except for the fact that we are even more undervalued now.
- fundamentals remain the same
- if there was confidence that LG was going to sign then...nothing changed in 2 weeks that could change that status...2 weeks is not much for a multi year agreement.
- NOK situation hasn't changed....we are still waiting for CAFC decision and the odds remain the same...in favor of IDCC (IMHO)
-vg_future
dclarke, also "previously" could mean this year(Jan/Feb)...not necessary last year (and covered in 10K). So, IMHO, I don't think we can tie with certainty the entry in the 10K with the "new entrant" in the PR.
-vg_future
NukeJohn, thanks for that info. I forgot about the 1st quarter updates. I understand what you are saying and we had a true up from Casio and I hope no one uses that to do a negative spin by comparing (shorts are desperate and try all shady avenues....like Bangalore Reuter's releases). There are many so called longs (or just nervous folks) on this board who engage in discussions and mess with the positive sentiment.
IMHO, IDCC will announce something about dividend...which could further boost the stock movement.
-vg_future
infinite_q, congratulations on that sale..interesting question is...who bought those shares in the morning when the whole market already started going down pre-market. Does somebody know something and couldn't wait for the market to open.....probably they thought IDCC would go up in spite of the market condition...based on what......
fundamentals and current share strength?
or
some NEWS that IDCC didn't release yet and about to maybe?
Interesting possibilities....hmmmmmm
Goodluck all!
vg_future
Ellix, if I remember right, that miss is due to the expense side of the equation not the actual revenue. The expenses were more due to compensation plan or recognition. IDCC didn't miss on the revenue...and IMHO, there wouldn't be any expense surprises this time.
vg_future
jmspaesq, IDCC doesn't give guidance during earning's release. So, the scenario that you explained doesn't apply. It might come up during the CC as a question though.
JMHO,
vg_future
vtem01, thanks for the clarification. I didn't understand why you posted that in response to the dclarke's estimate/expectations and then mentioned the short interest. I was confused and misunderstood what you were saying. Now it makes sense. Thanks again.
vg_future
nicmar, what I meant was that IDCC is the right authority to say where the discussions with LG stand...so, we cannot assume anything. I would rather wait till the CC when IDCC says one way or the other. I understand that as of now there is no agreement and as per the recognition of LG's money, IDCC will be done recognizing 5yr worth payments from the 3 payments from LG (totaling 285 mill).
-vg_future
redviking, thanks. However, since you are answering for vtem01, could you tell us the purpose of that post when dclarke was giving estimate for the coming earnings release. Is that a heads up or watch out type of post?
vg_future
vtem01, where did you get that estimate...is that your guess? IMHO, it depends on where LG stands....it might be a little early (wait till the CC) for that estimate now.
vg_future
Goodbuddy4863, I think IDCC's board let go Goldberg and Rip Tilden and made Meritt the CEO.
-vg_future
nicmar, not a big deal. I was only concerned that we are all putting too much emphasis on NOK alone while rest of the IDCC's licensees are doing great and making NOK less and less relevant. Having said that, I do understand the importance of NOK and the market trend (I remember the gloominess that has taken over the IDCC community after the NOK loss couple of years back). Anyway, I feel confident about the CAFC hearing and am waiting anxiously for the outcome.
Goodluck to all the longs!
vg_future
nicmar, your downside is pretty aggressive. MPartners came out with the recommendation before the hearing with a target of 48 and that is based on other things as well...not just NOK resolution. From the current price of 55, how come the upside is just 10 to 20 (65/75) whereas the downside is 20 to 30 (25/35)? In other words, what you are saying is that IDCC doesn't have anything if there is no NOK...but IDCC's cash position and revenue are showing the contrary.
JMHO,
vg_future
idcc2003, which google idea are you referring to? Is in the interview? Thanks.
vg_future
Fog1937, IDCC made few announcements in the past on the day of expiration (the partial win in UK court against NOK being one of them)if I remember right. I understand that you were kidding, but just clarifying it for others.
-vg_future
JimLur, also.....not all the current run is tied with the hearing and the feedback from the court. The market (with the help of analysts) is realizing the potential of IDCC and how low is it trading. So, if somebody is trying to tie the run to just the hearing, then they don't really understand IDCC.
JMHO,
vg_future
NJ, to support your point regarding IDCC's position in LTE
from postyle's post on this board and InvestorsVillage (the below link is from IV)
http://www.investorvillage.com/smbd.asp?mb=65&mn=46536&pt=msg&mid=10087619
When it comes to fundamental patents, picoChip's Rupert Baines reckons the narrative is more like: Interdigital 15% with the rest of the field on 8/9% - that's Qualcomm, Ericsson, Nokia-Siemens, Alcatel, Samsung and LG.
I think IDCC lots of quality in addition to quantity.
-vg_future
from Bloomberg : referring to Barrons and likely move tomorrow in response to that article.
http://www.bloomberg.com/news/2011-02-06/starbucks-dupont-interdigital-questcor-u-s-equity-preview.html?cmpid=yhoo
-vg_future
Okay, thanks olddog967. Appreciate the clarification.
-vg_future
olddog967, regarding Blackrock, I vaguely remember having seen on this board (I could be wrong though) after the initial 13G filed in Jan, 2010 (and discussed on this board) that the position was reduced down closer to or below 5%. Is that right? If so, then they increased it back to over 5% (to 6.25% on their own or a newer acquisition) which required a new 13G again.
TIA,
vg_future
Data_Rox, I hope they buy boats after they bring boat loads of new money from NOK and likes. March would be great.
-vg_future
Data_Rox, you might have to move the boat biz because they cannot get boats for these shares...they are all in 10s and 20s.
-vg_future
All FORM 4s are RSUs received pursuant to dividend equivalents
From form 4s
Restricted stock units received pursuant to dividend equivalents credited on unvested restricted stock units previously granted to the reporting person
-vg_future