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Luckyk57, what is 19:04 AM? Is it mis-printed instead of 9:04 AM?
TIA,
vg_future
JeffreyHF, are you a licensing guru? Have you seen IDCC's license that no analyst could understand till now. Why don't you sell your services to IDCC...or are you already QCOM? You started this whole chain by posting a question to bulldzr based on your faith in a rumor while questioning bulldzr's faith.
JMHO,
vg_future
JeffreyHF, I think you need to do more research before you start questioning. Foxconn is not a licensee, but Pegatron is and Apple just started using Pegatron. So, you could be seeing more in the coming quarters. The obscure nature of IDCC's license makes it harder to decipher and pinpoint.....so, I would wait for things to become more clear on their own.
-vg_future
That is exactly my point...until proven...rumors are rumors. There were rumors before 3g iPhone as well. Probably, this time the rumors have more credibility, but again rumors are just rumors. Anyway, I took objection with the following message that you posted which assumed rumors to be true and also removed the fixed fee (and maybe variable as per some calculations) license from the equation.
How do you suggest IDCC will make any money from the iPhone 5?
-vg_future
Unless Apple moves away from the existing stack, IDCC would make money on both license and chipset. Did you hear otherwise other than the rumors at this point? I would rather wait for iphone5 and the dissection that follows that before I start questioning the money that IDCC will be getting.
I know bunch of people questioned IDCC's role in iphone 3g and found otherwise when it was actually released.
JMHO,
vg_future
I think RIMM's numbers wouldn't hit us until one more earnings reports (not the next one)....a lot could and would change before then. I hope no one is shivering with fear. I am thinking if one of the "fear mongering" analysts...usual suspects...playing the game.
JMHO,
vg_future
squingeqbob, thanks for the clarification. Appreciate it. EOM
-vg_future
squingeqbob, thanks. So, was he referring to the ones that are already signed (Pantech and Acer) or the ones that went past economic discussions? Typically in the bag would be something that they would announce soon. I thought you are referring to the later (not already signed) when you said in the bag.
Thanks again for the clarification.
-vg_future
squingeqbob, was that in response to Shuttleworth's question? TIA.
-vg_future
Read squingeqbob's post.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=62534307
-vg_future
It could be indirectly tied to the fruit company....Infineon/Intel?
-vg_future
nokiashill, is that your opinion....if so, state so. However, it looks that it might be your guess.
-vg_future
JimLur, definitely. I take that as a positive sign. Now, a good earnings call from IDCC would really add to the fire. Add positive CAFC ruling to the mix and we have a real winner. There are so many potential positive things on the horizon for IDCC and all we need is few of them happen in a streak....
Good luck to all longs.
-vg_future
Cramer is saying BUY again at these levels.
http://www.thestreet.com/_yahoo/story/11092632/1/mad-money-lightning-round-high-on-interactive-brokers.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
Bunch of nervous guys showing up on the board saying that the price will go down. I think the biggest weakness of this stock is its investors who don't have any confidence....even at 55 or 58, IDCC is undervalued (low PE). So, all these guys never believed that IDCC should have gone up and deserved to be over 50. When they were supporting IDCC, I guess that is all pure lip service...no faith. They should just sell if they don't believe in the potential. I am tired of these guys setting the expectations and start bashing after the earnings.
JMHO,
vg_future
Try pulling the daily chart and look at the volume at which the price decreased before forming opinions and posting them. This doesn't look any different from typical low volume manipulation. There was jump in the volume in the first hour, but that didn't result in an upswing or down swing of the price.
JMHO,
vg_future
olddog967, thanks for the clarification. As I said, I am not sure what all is covered in the agreement. All I was saying is that the MSFT and Nortel link might not change the NOK - IDCC issue and NOK will not be any more safer (than what it was) now that it got in bed with MSFT. Some on this board seem to be worried about that.
-vg_future
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