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HA! Great photo, Gamco....lol.
http://www.atomicbobs.com/index.php?mode=read&id=645849
Message from Eneerg
By: xdx in IDCC | Recommend this post (0)
Tue, 16 Aug 11 3:16 PM
Boardmark this board | InterDigital Communications Msg. 42170 of 42170
TeeCee: I just received an interesting piece of news from Kent and since he always posted here, I thought I share it on this Board. Highlight is the number of "essential" patents each individual firm declared to ESTI as "essential". I find it interesting to compare Mot to the others:
ETSI notified essential patents by firm
Firm Claimed / number of unique essential patents
Nokia 248
Ericsson 244
Qualcomm 228
InterDigital 168
Samsung 86
Motorola 54
Philips 45
Siemens(*) 38
http://www-i4.informatik.rwth-aachen.de/Interest/EASST_Bekkers_Iversen_Blind.pdf
(abbreviated …full list see page 40)
Here's an interesting speculation from valuationguy on IV board:
"Justification of the MMI deal - speculation
As I have stated earlier...the MMI deal for Google is all about putting out fires in its house.
Oracle (as successor to Sun) is currently in court demanding as much as $15/device from Google for each Andriod phone given Google's use of Java without a license in Andriod. The evidence Oracle/Sun has of Google's analysis of its need for a Java license is pretty damning...so much so that it has few defenses.
MMI however has an exisiting license with Oracle for Java paying just $1/device.
I wonder if the license MMI has is written as poorly as the one Rambus had with AMD (which allowed AMD to absorb ATI without ATI having any penalty for years of infringement of Rambus's patents). The Java license alone might justify the entire purchase price for MMI...just with the anticipated saving from having to pay $15/device if Google loses to Sun."
VG
http://www.electronista.com/articles/11/08/05/oracle.may.get.motorola.to.testify.in.google.case/
http://www.investorvillage.com/smbd.asp?mb=65&mn=54753&pt=msg&mid=10846346
The company has retained Evercore Partners and Barclays Capital as its financial advisors to assist with the strategic review process. In making the announcement, InterDigital® stated that there can be no assurance that this strategic review process will result in a transaction. The company has not set a timetable for completion of the review process, and it does not intend to comment further regarding the review process unless a specific transaction is approved by the Board of Directors, the review process is concluded or it is otherwise determined that further disclosure is appropriate or required by law.
http://ir.interdigital.com/releasedetail.cfm?ReleaseID=592481
Google is looking for a vice president of patents, a new position, said a person familiar with the plans, who declined to be named because the position isn't advertised. The company, which is also hiring a manager of patent acquisitions, said today it agreed to buy Motorola Mobility Holdings Inc. for $12.5 billion, gaining wireless patents in its biggest deal ever.
“The world of intellectual property, and more specifically patent transactions, is really heating up,” said Steve John, managing director at attorney search consultants Major, Lindsey & Africa LLC in San Francisco. “There are a number of technology companies that are essentially retooling how they think about patents.”
http://news.businessweek.com/article.asp?documentKey=1376-LPZ1T90D9L3601-62L3N69LH8UK8OJUDQ2AKC3VHR
Bloomberg saying Carl Icahn holds 28million shares of MMI...... Nice morning he's having.
Lots of coverage on Bloomberg TV right now.
Nuke....Sure wish you worked for Evercore Partners or Barclays.......
Did anyone else watch Roger Altman (Evercore Partners) on CNBC this morning? It was quite interesting.....here's a link to a WSJ blog about it:
http://blogs.wsj.com/deals/2011/08/10/roger-altman-ma-market-dont-worry/
Headlines.
•Rackspace 2Q results beat analyst expectationsAP(Thu 5:55PM EDT)
•UPDATE 1-Rackspace Q2 beats Street viewat Reuters(Thu 4:43PM EDT)
•Rackspace Hosting Earnings Cheat Sheet: Five Straight Quarters of Double-Digit GrowthWall St. Cheat Sheet(Thu 4:28PM EDT)
•Rackspace Q2 Revenue, EPS Beatat Barrons.com(Thu 4:20PM EDT)
•RACKSPACE HOSTING, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and EEDGAR Online(Thu 4:07PM EDT)
•InPlay: Rackspace beats by $0.01, beats on revsBriefing.com(Thu 4:02PM EDT)
http://finance.yahoo.com/q?s=RAX
Analysts on the call:
Colby Synesael - Cowen and Company, LLC
Christopher Larsen - Piper Jaffray Companies
Gray Powell - Wells Fargo Securities, LLC
Jonathan Schildkraut - Evercore Partners Inc.
Patrick Walravens - JMP Securities LLC
Louie DiPalma (on behalf of James Breen with William Blair)
Simon Flannery - Morgan Stanley
Scott Goldman - Goldman Sachs Group Inc.
Gregory Dunham - Crédit Suisse AG
Mitesh Dhruv - Merrill Lynch
http://seekingalpha.com/article/284875-rackspace-hosting-s-ceo-discusses-q2-2011-results-earnings-call-transcript?part=participants
Rackspace Hosting Earnings Preview
By Motley Fool Staff | More Articles
August 1, 2011 | Comments (0)
Rackspace Hosting (NYSE: RAX ) came in under analysts' estimates last quarter but now has a chance to fix things this quarter. The company will unveil its latest earnings Thursday. Rackspace Hosting is a provider of hosting and cloud computing services.
What analysts say:
•Buy, sell, or hold?: Analysts think investors should stand pat on Rackspace Hosting with 12 of 19 analysts rating it hold. Analysts don't like Rackspace Hosting as much as competitor Equinix overall. Seventeen out of 24 analysts rate Equinix a buy compared with seven of 19 for Rackspace Hosting. While analysts still rate the stock a Hold, they are a little more optimistic about it compared with three months ago.
•Revenue Forecasts: On average, analysts predict $241.3 million in revenue this quarter. That would represent a rise of 28.8% from the year-ago quarter.
•Wall Street Earnings Expectations: The average analyst estimate is earnings of $0.12 per share. Estimates range from $0.11 to $0.15.
http://www.fool.com/investing/general/2011/08/01/rackspace-hosting-earnings-preview.aspx
RAX has sure been stuck in this range for awhile. Time for a big move up.......
"....Buy OCZ Technology Group (OCZ): OCZ, like STEC, provides solid state drives (SSDs) used in high-performance storage and server systems. In addition, OCZ provides other high performance components for computing devices and systems, including thermal management solutions, AC/DC switching PSUs and computer gaming solutions. Its shares were down 20% during the week and are up 55.8% YTD. Its shares dropped last week in sympathy with the plunge in STEC shares, a fellow manufacturer of SSDs. However, there are a few important differences between the two companies, as it appears that OCZ maybe further ahead on both the technology curve and also in reducing costs.
OCZ trades at a forward 13 P/E, while earnings are projected to rise from 24c loss in 2010 to 20c profit in 2011 and then rise another 142% year-over-year to 58c in 2012. Analysts have a mean target of $13, with a high of $14.50, well above the current $8 price; and of the seven analysts that cover the company, six rate it at buy/strong buy and one rates it at hold. We would view the current correction in OCZ after the stellar May quarter report almost four weeks ago as an opportunity to buy into this growth story."
http://seekingalpha.com/article/283746-top-buy-and-sell-ideas-based-on-last-week-s-big-movers-in-the-technology-sector?source=yahoo
Press Release Source: OCZ Technology On Wednesday July 27, 2011, 8:50 am EDT
SAN JOSE, Calif., July 27, 2011 (GLOBE NEWSWIRE) -- OCZ Technology Group, Inc. (Nasdaq:OCZ - News), a leading provider of high-performance solid-state drives (SSDs) for computing devices and systems, will host a conference call on Tuesday, August 2 at 5:00pm ET (2:00pm PT).Ryan Petersen, CEO, will provide an overview of the evolving market for PCIe based SSDs as well as unveil the company's newest enterprise-class PCIe storage solution, the Z-Drive R4.
All interested parties can join the call by dialing (877) 372-0867 or (253) 237-1170 and reference conference ID 86856684, or listen to the live audio webcast of the conference call by visiting the investor relations events conference call section of the OCZ website at www.ocztechnology.com. Please call-in or connect 15 minutes prior to the call. The conference call will be archived for replay until August 9, 2011. To access the archived conference call, please dial (855) 859-2056 or (404) 537-3406 and enter replay passcode 86856684. The webcast will be archived for replay.
http://finance.yahoo.com/news/OCZ-Technology-CEO-Discuss-pz-3535386.html?x=0&.v=1
Good times again in QPSA. You've done well, too, holding on to ZAGG which I sold waaay early.
I'll say....really good when the old timers show up. And it's always nice to see mschere's picture on teecee's posts over on AB. Sure have lost some loyal IDCC souls over the years.
News alert on CNBC right now....."goog interested in buying IDCC."
"....Nokia, who has a lot more doe-rae-me (than IDCC) and obvious political influence .. "
The longer all these battles with Nokia go on, the more I believe it is the "influence" of Alston and Bird (not Nokia) that is key.
"Alston & Bird has one of the largest IP practices among general practice law firms in the United States, with more than 180 attorneys practicing IP law 100 percent of the time. Of these attorneys, more than 120 are registered to practice before the U.S. Patent and Trademark Office, with many holding Ph.D.s and other advanced scientific degrees. Our IP practice is consistently ranked by major industry publications, including IP Law and Business, Corporate Counsel, Managing Intellectual Property and Intellectual Property Today, as a top performer for IP litigation, counseling, portfolio management, licensing and patent prosecution. The team includes lawyers named in The Best Lawyers in America and Chambers USA: Leading Lawyers for Business, one included in the Guide to the World’s Leading Trademark Law Practitioners, former examiners of the U.S. Patent & Trademark Office and former clerks from the Court of Appeals for the Federal Circuit."
http://www.alston.com/services/ServiceParent.aspx?service=319
Over on the AB board, teecee has commented something to the effect of 'isn't it intersting to see Alston and Bird's track record at the ITC.... like all wins, no losses'.
Apple patent lawyer to leave
http://www.reuters.com/article/2011/07/12/us-apple-hp-patent-idUSTRE76B0SF20110712
SAN FRANCISCO | Tue Jul 12, 2011 5:20am EDT
SAN FRANCISCO (Reuters) - Apple Inc's chief patent counsel will soon leave the company, at a time when the company is fighting numerous legal battles around the world, according to a source familiar with the situation.
Apple is engaged in an expanding web of litigation concerning smartphone patents, mostly with phonemakers using Google's Android software, and it was unclear why Richard "Chip" Lutton Junior, who manages the iPhone maker's patent portfolio, is leaving the company.
However, BJ Watrous, a former deputy general counsel with Hewlett Packard, is now listed as Apple's chief IP counsel on Watrous's LinkedIn web page.
Legal battles have become increasingly common in the cellphone industry since Apple and Google grabbed a big chunk of the lucrative and still fast growing smartphone market.
Last month Apple joined with Microsoft Corp, Blackberry maker Research In Motion Ltd and three other tech companies to outbid Google in a $4.5 billion deal to acquire a huge portfolio of technology patents from failed telecoms group Nortel Networks.
On Friday Apple also filed a second patent complaint against Taiwanese smartphone maker HTC before a U.S. trade panel.
"I believe Apple's leadership wants to see results now, especially in connection with Google's Android mobile operating system," said Germany-based intellectual property analyst and blogger Florian Mueller.
"The second complaint against HTC shows that Apple feels it did not handle its patent litigation perfectly in the past."
Last month Apple lost a major legal battle against Nokia, agreeing to pay royalties and an undisclosed lump sum to the struggling Finnish cellphone maker.
But Apple and Samsung Electronics are also battling over patents in courts around the world, despite the fact that Samsung is one of Apple's key suppliers.
Earlier this month Apple asked a U.S. judge to issue a preliminary injunction against some of Samsung's Galaxy smartphone products.
Lutton did not respond to requests for comment, and an Apple representative declined to comment.
Lutton's voicemail was still set up at Apple on Monday, but he will be leaving Apple in the near future, perhaps in the next month, said the source familiar with the situation.
Watrous was deputy general counsel at Hewlett-Packard in charge of IP licensing. An HP spokesman declined to comment.
Not quite a month ago I bought a small position at $29 and then watched as it promptly dropped to $27.
And now the share price has climbed and touched $39 after hours today. This stock is nuts.....no complaints!
UPDATE 1-OCZ Technology posts surprise Q1 profit
Wed Jul 6, 2011 5:26pm EDT
* Sees FY12 rev $310-$345 mln
* Q1 adj EPS $0.01 vs est net loss $0.01/shr
* Q1 rev up 115 pct to $73.8 mln
July 6 (Reuters) - Computer memory and storage hardware maker OCZ Technology Group posted a surprise first-quarter profit and said it sees full-year revenue rising at least 65 percent.
Shares of the San Jose, California-based company rose nearly 11 percent to $9.25 in trading after the bell on Wednesday. http://www.reuters.com/article/2011/07/06/ocztechnology-idUSL3E7I62TE20110706?feedType=RSS&feedName=marketsNews&rpc=43
Press Release Source: OCZ Technology On Wednesday July 6, 2011, 4:29 pm
SAN JOSE, Calif., July 6, 2011 (GLOBE NEWSWIRE) -- OCZ Technology Group, Inc. (Nasdaq:OCZ - News), a leading provider of high-performance solid-state drives (SSDs) for computing devices and systems, reports its first quarter results for the fiscal year 2012 (Q1'12), which ended on May 31, 2011.
Q1'12 Financial Highlights
•Net revenues in Q1'12 were a record $73.8 million, and increased 115% compared with net revenues of $34.3 million reported in Q1'11, and increased 14% compared with the $64.6 million reported in Q4'11
•SSD revenues reached a record $69.1 million, an increase of 418% compared with Q1'11 SSD revenues of $13.3 million, and a 19% increase compared with Q4'11 SSD revenues of $58.2 million and represented 94% of total revenue compared to 39% in first quarter of 2011
•Gross margin increased to 20.0% versus 12.1% in Q1'11, and 16.6% in Q4'11
•Non-GAAP operating profit of $1.0 million and non-GAAP net income per share of $0.01
•Raised $93.7 million in net proceeds from its April follow-on offering
GAAP operating loss for Q1'12 was $4.3 million compared to a GAAP operating loss of $3.4 million in Q1'11. Non-GAAP operating profit for Q1'12 was $1.0 million compared to a non-GAAP operating loss of $2.2 million in Q1'11.
GAAP net loss for Q1'12 was $9.1 million or $0.20 loss per share compared to a GAAP net loss of $4.8 million or $0.19 loss per share in Q1'11. Non-GAAP net income for Q1'12 was $0.5 million, or $0.01 per share as compared to a non-GAAP net loss for Q1'11 of $2.7 million, or $0.11 loss per share. The increased GAAP loss was primarily due to increased non-cash expenses for warrant revaluation and stock based compensation, along with Indilinx acquisition related costs.
A reconciliation between GAAP and non-GAAP information is contained in the tables below.
"We are proud to have achieved our 7th consecutive quarter of sequential revenue growth for our solid state drive products as SSD revenues grew to $69.1 million from $13.3 million during the same period last year," said Ryan Petersen, CEO of OCZ Technology. "We accomplished a great deal in the first quarter, completing the acquisition of Indilinx, raising a substantial amount of working capital, increasing our gross margins, and reporting non-GAAP net income."
"Our strengthened balance sheet coupled with the Indilinx acquisition will allow us to realize substantial cost savings going forward. Moreover, we continue to release award-winning new products while enhancing our technology through investment in R&D. We are also expanding our sales infrastructure which helps position OCZ for continued growth in the higher margin enterprise and server segments."
http://finance.yahoo.com/news/OCZ-Technology-Group-Reports-pz-2288706358.html?x=0&.v=1
Press Release Source: OCZ Technology On Thursday June 30, 2011, 8:50 am
SAN JOSE, Calif., June 30, 2011 (GLOBE NEWSWIRE) -- OCZ Technology Group, Inc. (Nasdaq:OCZ - News), a leading provider of high-performance solid-state drives (SSDs) for computing devices and systems, today announced that the OCZ Deneva SSD Series was selected by Penguin Computing for integration with their servers, workstations, and storage solutions. The Deneva Series delivers superior performance, durability, and power efficiency over traditional hard drives, helping Penguin deliver an even more robust solution to their clients.
"Penguin Computing is a leading provider of High Performance and Enterprise Computing solutions for Fortune 500, government and academic customers. Looking for storage efficiency, maximum data throughput and a small operating footprint, more and more of our customers want to take advantage of the benefits SSD based storage technology has to offer," said Charles Wuischpard, CEO at Penguin Computing. "We are excited about our partnership with OCZ that allows us to better address the increasing demand for solid state based storage solutions."
http://finance.yahoo.com/news/OCZ-Technology-Announces-pz-306189345.html?x=0&.v=1
It's done this a couple or so other times. So far, always seems to come back into the $40's.
It was up nicely after hours from the close.
OT: hi nicmar....I'm out half sprd position. It's share price really stinks these days. Woulda shoulda coulda sold earlier! Hope I get it right with IDCC.
Well, crap to that is all I've got to say. Sheesh....the ignore feature trumps all!
Thanks, o'dog.
"constant repetitive management bashing is a little too much"
6. Special Rules & Message Deletions
•The iHub Administrators (collectively, “IH Admin”) reserve the right to disable and/or remove any board at any time.
•Moderators of stock-specific boards are allowed to immediately remove any post that falls into the following categories: Threat, Off-Topic, Vulgarity, Privacy Violation, Spam, Personal Attack, or Duplicate.
http://investorshub.advfn.com/boards/terms.aspx
Seven Questions for Rackspace CTO John Engates
June 15, 2011 at 7:32 am PT
http://allthingsd.com/20110615/seven-questions-for-rackspace-cto-john-engates/?reflink=ATD_yahoo_ticker
"In a completely rational world, Rackspace would no longer be a independent company. The Web host that has in recent years veered into the cloud services business was held steady to its independent streak as several of its rivals have been rolled up by larger companies. In fact assumptions that Rackspace would be next have spurred much of the growth in the company’s stock price, which has in recent weeks been trading at historic highs, and the shares are up more than 35 percent just since January.
No, it’s not an entirely rational company, but rather a “fanatical” one. That’s the word the company uses in its marketing messaging to describe its customer service, but its wouldn’t be inaccurate to use the same word to describe the dedication of CEO Lanham Napier and his team to remain independent and take full advantage of the cloud computing opportunity that lies ahead. And from that you can conclude that they see a big opportunity and you’d be right. Rackspace executives are now accustomed to questions from persistent reporters like myself pressing them on the subject of being acquired. The answer, now as before, is still no.
In fact Rackspace sees the cloud opportunity as being so bit that it has made some acquisitions of its own to exploit in. In February it grabbed Anso Labs in a bit of an acq-hire deal that brought the team that built NASA’s cloud computing system to Rackspace. That move was part of a wider strategy to promote Openstack, an open-source cloud computing platform that Rackspace has spearheaded with partners including Dell, Cisco Systems Citrix, and with a little help from — get this — Microsoft.
These were among the many things I talked over with Rackspace CTO John Engates as he stopped by my office in New York recently....."
Spreadtrum Communications Acquired Stake in MobilePeak Holdings, Ltd., a Leading UMTS/HSPA+ Modem Chipset Designer
http://ih.advfn.com/p.php?pid=nmona&article=48006849&symbol=SPRD
Thank you!
Steve Jobs makes surprise presentation on new hi-tech Apple headquarters
http://news.yahoo.com/s/yblog_localsfo/20110608/ts_yblog_localsfo/steve-jobs-makes-surprise-presentation-on-new-hi-tech-apple-headquarters?bouchon=807,ca
The stunning design resembles a "spaceship;" it will be four stories and house 12,000.
check out the renditions in the link...wild.
Nice to see your post...I remember your screen name well. Times are tough, but I have a sense you have your priorities aligned just fine. Wish more of the old timers would stop in, and give this board some fresh air.
I have lots of other stocks down today and prior days, but only this IDCC board manages to corral all the whiners.
Jimlur has concerns, and he wrote to the BOD. Fine move, imo. Lots of posters here now just participate in the "misery loves company mentality."
Like someone said, clamcakes.....don't be a stranger!
OT chartex and squinge'...re:food:
My Dad made welch rarebit (don't think we're spelling it right and too lazy to look it up) often and main ingredients were yellow cheddar cheese and beer! I'm sure there were spices added, all warmed slowly in a double boiler and served over buttered toast. At least, that's what he called welch rarebit!
It will make you feel good after these few rotten weeks of IDCC shareprice falling off a cliff.
Yes, I have an HP printer....had it for over 7 years and never had any security program send me a message about it. I'll just let it open only in the sandbox to be safe. Thanks.
Does anyone use Avast? Today I'm being prompted to open a particular application in the Avast 'sandbox', because the application is "potentially unsafe" It is C:\ProgramFiles\HP\hpcoretech\comp\hpdarc.exe
Avast says the file is opened by C:\WINDOWS\system32\svchost.exe
It's Greek to me........thanks in advance for some guidance on what to do, what it is (other than a Hewlett Packard file), etc.
Thanks!
Originally, Fusion-io had intended to start selling its shares at $13 - $15 each, but the excitement around the stock has caused the company to raise its initial asking price to the $16 - $18 range, MarketWatch reports.
http://www.itproportal.com/2011/06/08/fusion-io-raises-initial-stock-price-investment-excitement/
Ocz Technology (OCZ) Gets Stamp of Approval From Hedge Fund King
Cohen's SAC Capital Accumulates 5.1% Stake in Ocz Technology (OCZ)
June 6, 2011 5:07 PM EDT
Investors are bidding up shares of Ocz Technology Group Inc. (Nasdaq: OCZ) after-hours Monday following a disclosure that hedge fund titan Steven Cohen's SAC Capital accumulated a hefty stake in the maker of Solid-State Drives (SSDs).
In a 13G filing after the closing bell Monday, Cohen's firm showed that they raised their stake in Ocz Technology to 5.1 percent, or 2,623,346 shares, as of May 26, 2011. The firm held just 9,784 shares of Ocz at the end of the latest quarter March 31, 2011.
Cohen's hedge fund is known for its active trading and since the filing is a few days old, the firm could have already raised or lowered its position in OCZ. However, some believe Cohen could be in OCZ for a bit longer.
These investors cite the high short interest of 24 percent, which could create a "squeeze like" situation. Shares of OCZ are up 4 percent to $7.52 in after-hours trading action.
http://www.streetinsider.com/Hedge+Funds/Ocz+Technology+%28OCZ%29+Gets+Stamp+of+Approval+From+Hedge+Fund+King/6563609.html
Cohen's SAC Capital Accumulates 5.1% Stake in Ocz Technology (OCZ
June 6, 2011 4:14 PM EDT
http://www.streetinsider.com/Hedge+Funds/Cohens+SAC+Capital+Accumualtes+5.1%25+Stake+in+Ocz+Technology+(OCZ)/6563209.html
In a 13G filing after the close on Ocz Technology Group Inc. (Nasdaq: OCZ), Steven Cohen's SAC Capital hedge fund disclosed a 5.1% stake, or 2,623,346 shares.
This is up from the 9,800 shares held at the end of the latest quarter.