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dndodd, exactly my point. People are making (or trying to make) a big fuss out of something that isn't much. For all that we know we might be getting even higher rates because of LTE and that is what IDCC is working out (not necessarily LG holding off/back). I am only feeling bad that some genuine longs are falling for the whole LG not signing fear.
Thanks for bringing up the topic of partner for Nortel patents. I would say that the board time will be well spent if the discussion is about this. The possibilities are good...my bet would be on
Intel
Texas Instruments
Apple
-vg_future
My theory is not hope based....I am basing it on the fact that IDCC successfully signed new and renewal licenses after NOK setback. As I mentioned earlier, this whole "LG fear" was started by few posters and analysts and it has gone to an extent that one of the analysts is doubtful that Samsung would re-sign and accounting for that in the price projection model....wouldn't that be a stretch...is that belief or fear?
I understand that investment has to be fact and research based...and hence it should appliy to both sides....hopefuls and scared ones....I would add (for the sake of few noted members on this board) even manipulators.
JMHO,
vg_future
The Count, well said except the LG part. Why do we have to bring up LG's renewal. That idea is clearly planted by somebody (really smart I would say) and it is growing like a weed. Why do we have to worry about it when the expiration is still month's away. How many well in advance renewals do we see in this market/field (QCOM might be an exception due to its muscle power)?
JMHO,
vg_future
I would say it is a straight manipulation to serve somebody's agenda. And some on this board play nicely into it.....for whatever reason.
JMHO,
vg_future
Fog1937, I have to disagree with you on the "Shorts know this Management..." part. I don't think they got anything new today as you originally mentioned. Anyway, shorts try to do what they have been doing all these days...manipulation...no matter what.
-vg_future
Fog1937, What gift? The earnings are great, cash position is great and the potential is great. I don't think there is anything major in the CC that shorts can hang their shorts on (literally). All I hear is the fear mongers keep bringing up the LG licensing issue.
Anyway, JMHO.
-vg_future
Okay, thanks. Someone on this board mentioned that NOK response might be a part of ITC's response. My memory isn't that good though.
-vg_future
sloane6, a little bit more clarification please. What did they file?
TIA,
vg_future
HTC profit soars...this should bode well for IDCC.
http://tech.fortune.cnn.com/2010/07/06/htc-q2-profits-soar-on-the-back-of-android-os/?source=yahoo_quote
-vg_future
Don't we have a license with these guys? Looks like they have good growth potential.
http://www.thestreet.com/story/10796466/2/the-next-apple-3-innovative-small-caps.html
Good karma?
-vg_future
loophole73, I might not be able to counter all your arguments in an intelligent way (I guess rakitno already responded point by point), but all I have to say is that the fear that analysts are spreading is way over done....I would even say on the verge of being having an agenda because one of the analysts even talks about Samsung license ending (whereas it started just last year). Also, did you see the possibilities that these guys present if NOK settles....I almost fell off my chair when I first read that one of them is projecting a target around 40....so, what value do you think they are giving to NOK? They are conveniently ignoring the potential (of all the other holdouts) that NOK could bring. When an analyst says something like that, all I can simply say is that there analysis comes with some hidden stuff.
Anyway, time will tell.
What I like about your posts is that you present your concerns, but you don't try to spread fear unlike the other posters who are just taking the fears and constantly keep adding fuel to them. Their motives don't seem straight to me and I was trying to counter them.
JMHO,
vg_future
dndodd, very well said. On top of that, these analysts are surprised why there is a disconnect between the potential and the stock price....I would say look in the mirror. Very self serving analysis. They are the ones trying to cap the potential. One of these analysts is also an option player.....that clarifies his position.
JMHO,
vg_future
loophole73, yes I agree though I would love some good speculation.
-vg_future
dndodd, thanks for that. The problem could be with the main page content and other tabs from the main page (none of the links/tabs on the top of the page seem to be working). So, I would assume something is wrong with the data there or it is getting updated. I would hold off on the speculating...........and just read other speculations
-vg_future
postyle, thanks for the clarification. The traceroute output is pretty technical and I was expecting to see a packet loss message or something to that effect, but didn't find any. However, I tried (just for the heck of it) to ping "www.interdigital.com" and saw no packet loss...meaning IDCC server (or wherever it is hosted) is reachable...i.e.,not network problem.
--------------------------------
ping www.interdigital.com
----I deleted the ping data here for security/privacy reasons
--- interdigital.com ping statistics ---
10 packets transmitted, 10 received, 0% packet loss, time 9033ms
rtt min/avg/max/mdev = 22.039/23.947/26.674/1.551 ms
--------------------------------
You could still be right because what I tried is pretty limited and basic test (not elaborate or detailed as traceroute that you used).
-vg_future
postyle, if we consider this as an outage. I am having tough time thinking that it could be an outage because the website hosting servers are fairly advanced these days and an outage, if it occurs, wouldn't last these long. At the same time, I am not sure if anyone from the company would be monitoring the site over the weekend.
I am not sure what you meant by client side...do you mean the browsers (users like you an dme) that are visiting the site or the guys hosting the site? I tried from different browsers and computers and still getting the same result. If it is the hosting server, then I think it is less probable for the reasons that I mentioned above.
Anyway, tomorrow is only few hours away....one way or the other the site will have to come up.
JMHO,
vg_future
All, not that it would happen but it could happen. One of the companies that I heard of had their website go down and when it came back it had an announcement of some other company acquiring it....they even had re-directing links to the other company (if I remember right).
Since IDCC's site isn't pulling up for couple of days....I just would like to speculate that something significant (not necessarily a buyout) could be happening......goodluck all longs!
-vg_future
ellismd/JimLur, it could be a normal maintenance or a major content update or it could be something even bigger....we wouldn't know unless we get back to a regular business day. We have to wait till Monday to find out.
JMHO,
vg_future
bulldzr, there would be a problem with this approach when people who got these shares try to sell them treating them as bonuses. You would get a selling pressure from the sale of these bonus 1.7 mill shares and we all know what that would do the stock. So, any upside that we see if and when they announce this type of offer could be potentially nullified at a later date.
JMHO,
vg_future
Raktino, well said (or maybe it is a quote from BM) about the analysts. When I look at other valuations given in the industry and even in the patent modeled companies, I for one, cannot understand the valuations given to IDCC unless there is more to it than just an analysis. These analysts really surprise me....one who is surprised by the price disconnect while he himself doesn't give proper valuation...and one who is worried about Samsung though they started paying.
JMHO,
vg_future
If it is the same as IPAD (for the chip and communication), then IDCC should be in there (from what I read on this board). If I remember right, there was some analysis out there that said it is the same as IPAD.
JMHO,
vg_future
AMCSATX, I understand why you made that comment. I was only saying that the interpretation might be an extreme scenario (or worst case scenario). Hope we don't have to find out.
-vg_future
AMCSATX, that is a big NO..I think you are interpreting it wrong.....what he could have meant is longer time negotiations before the expiry...how does it matter how long it takes as long as it is done before the expiry date, anyway.
JMHO,
vg_future
At this point, probably it makes better sense for IDCC to make a tender offer for maybe a few million shares at a price (around 32 or 33) that can be considered as good (this would a little bit more than the traditional buyback, but, it would send one heck of a message and supports the price better).
I am just tired of getting beaten up on low volume....which is clear manipulation.
JMHO,
vg_future
Now it makes even more sense (of course as an IDCC long) for Apple to get IDCC under its wings. Though only NOK and HTC have showed up at Apple's door steps (though HTC is kind of forced), it might not be long before the other guys show up as well.
I wonder how it would play out for any cross licensing (for the patents in the standards....not the Apple's exclusive patents that they don't want to license) with HTC if Apple buys IDCC......no hunch....just speculative scenario....
JMHO,
vg_future
The_Net, with the current trading volume, you could cause a short squeeze with your trades.
Just kidding.
-vg_future
Okay, thanks. EOM
-vg_future
olddog967, quick one (I hope). Is this delay request due to the delay/extension that IDCC got or on top op that? TIA.
-vg_future
Note : I would love a joint request instead of an unopposed one any day.
bin524, yep! I agree. Though I am not sure how a merge would impact share price at this point. Anyway, let's see what IDCC's mgmt does (if they do) in response to the share price.
-vg_future
bim524, I understand what you are saying. But, if IDCC spends 250 mill to buyback the stock, then the float would have been down by 1/4th or more (taking the average price for past few months) and that is pretty good.
JMHO,
vg_future
Probably, they found a judge who they are friends with. I wouldn't rule out anything with those pigs. They are just cry babys now...who wouldn't pay others, but, expect everybody else to pay...on FRAND.
Sorry, I had to vent and this post is of no use and doesn't serve answers for your question.
-vg_future
Thanks for the clarification. That is what I thought I actually read, but, then I thought there are many other stocks that are taken down in steps (maybe computerized) and maybe the cancellation order was handling those too (because the net result is the same either the drop happened in one trade or few trades). Anyway, looks like some people stand to lose pretty heavily because of the 60% requirement.
-vg_future
pochemunyet, strangely even volatile AAPL, GOOG, BIDU that saw a fluctuation of over 50 bucks are not included in the list. So, I am guessing that the list is incomplete.
JMHO,
vg_future
AT&T might have extended exclusive deal with Apple for iPhone. I think there is a typo in the article (it should have said 1st quarter 2011 instead of 2010)
http://dallas.bizjournals.com/dallas/stories/2010/05/03/daily45.html?ana=yfcpc
Analyst: AT&T nabs iPhone contract extension with Apple
DALLAS BUSINESS JOURNAL - BY Jeff Bounds STAFF WRITER
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AT&T
Apple
By cutting wireless prices for Apple's new iPad, AT&T is believed to have secured a six-month extension of its exclusive iPhone contract, an analyst said Thursday.
Dallas-based AT&T has never said when its exclusive contract with Apple is due to expire. But Brian Marshall, senior analyst at Broadpoint AmTech, said he believes the deal was supposed to end June 10, three years after AT&T began offering iPhone service.
AT&T likely extended the deal by discounting prices for iPad wireless service, Marshall said. AT&T is offering two service options for the iPad, one of $15 a month for 250 megabytes, the other unlimited data use for $30 monthly.
All of which means AT&T's primary wireless rival, Verizon Wireless, likely won't be able to offer iPhone service until the first quarter of 2010, Marshall said.
An AT&T spokeswoman declined to comment. Officials of Apple weren't immediately available for comment Thursday afternoon.
Read more: Analyst: AT&T nabs iPhone contract extension with Apple - Dallas Business Journal:
-vg_future
yes, we did come back.
-vg_future
rooster, it might not be that the wallstreet not wanting to hold IDCC...it is just few guys taking advantage of the panic. It is just that wallstreet didn't care about IDCC because it has other bigger stocks to worry about.
JMHO
vg_future
dndodd, I just listened to the show and still am not sure what win he is referring to....maybe Samsung settlement...that can be considered a win because the ITC action resulted in a settlement.
He said "..I liked it/them ever since they won the big lawsuit "
JMHO,
vg_future
dndodd, not sure. I have to listen to the recording. I just read the NEWS.
-vg_future
Looks like Cramer likes IDCC. Should we run for the covers now?
Anyway, atleast this will draw everybody's attention.....hopefully not the wrong type of crowd.
http://www.cnbc.com/id/36919657?__source=yahoo|headline|quote|text|&par=yahoo
-vg_future
jai, everybody understands the need for reliable projections to come up with valuations, but, saying that SAM is an issue when it just started is way out of the league and totally unreasonable. As somebody said here, will Apple make phones after 3 years from now....oh, I am not sure....so, let me worry about it and cut it out of the valuation conveniently to justify my valuations.
JMHO,
vg_future