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Loop.
You're saying that IDCC and NOK could agree to a high/low, even if the panel rules otherwise?
Man. That's a new wrinkle!
Thanks for the info, Chief.
I'm encouraged that they've already said they can meet or beat all requirements.
In fact, the coming rounds of announcement, could go something like this, IMO:
January:
1. FTC approval.
1. Signing Phillip Morris to test agreement.
February:
Official takeover of Silverton.
March:
Shipment of Silvertons with Wellstone filters.
April:
First shipment of Wellstones to U.S. Market.
May:
First shipment to Ukraine.
And you can bet they'll think of a dozen more, before May is over.
You can bet your boots that WLSF will report approval by the FTC.
If these guy know one, it's press releases that move stocks.
I have seldom seen such an accumulation of pros, and all of them are loaded with options, rather than high salaries, and they want the needle to keep moving.
Loop.
Technically, NOK has already lost a large cash discount on more than three years of sales, which is a contract issue.
They have also avoided the loss of interest on those payments.
If the ruling goes IDCC's way, surely, the panel should recognize this, and go easy on any discounts.
Doing otherwise would reward NOK for their game playing.
Ronnie. The automotive industry often publishes not only its goals, but whether each goal was met.
This is usually followed by the amount of bonuses given to executives.
If IDCC advises its shareholders that part of its compensation is based on meeting corporate goals, they opened Pandora's Box, and should publish the results.
L2V. Thank you.
Jeeze, Jim. Where's your sense of humour?
That dawg must stay!
L.C. What link do you use?
My NAZ link doesn't report till 4:20, and hasn't yet posted that trade.
J.V. Are Senecca and Skydancer part of the Silverton group?
TIA.
DR. Thanks.
I guess the final question is, will IDCC's technology be able to keep up with DO's lightning speed?
DR. I understand the math. But I always thought WCDMA had superior speed vs. CDMA 2000 1X, or whatever.
Wasn't that one of IDCC's mainstays?
Data Rox.
Can you explain the Samsung claim that WCDMA is six times slower than Qualcom's CDMA 2000 1X?
TIA.
Or they could have footnoted Howard's sale.
Why would they not?
Make that haircut $135 million.
Thanks guys.
Smarta$$. LOL.
GAB. I suppose that qualifies, in the literal sense. The SEC filing, dated May 7, inferred they would sell later in the year. Eleven days later must have been a little surprising, for Insider Sales watchers.
But it also said they would sell 45,000 shares. Are there still 15,000 shares missing?
After all, "Planned" is planned.
Now you got me wondering.
Does Hairy need an attorney because he DIDN't sell?
Bob. I love your dawg's picture. LOL.
Check this announcement in May, on planned sales.
http://phx.corporate-ir.net/phoenix.zhtml?c=116582&p=irol-newsArticle&ID=547468& highlight=
Hairy didn't sell. Howard did.
Damn! I had no idea you were in Patton's army.
Wouldn't change a word, Tex!
I must be on a different planet today.
"level of disgust about insider selling and its investment significance by some posters on this board IMO could easily have resulted in all of the selling coming from posters, lurkers and traders on this board."
Are you serious???????????????????????????????????????????
MTS. Investors know one thing. If Rip and Howard had to exercise options, or needed quick cash for a valid reason, they could have done so without selling their stock.
Ronnie. Heartland must be fuming.
They've lost $14 million since December 30.
Happy New Year to all the Wellstone River Boat Gamblers!
A little musing on a dull day.
I've been a smoker for 60 years, and tried 'em all.
Years ago, when the price started to rise, I did what many others did. I tried the discounters.
Their filters and tobacco were pretty bad. Sometimes I choked, sometimes there was a terrific, nasty aftertaste.
Bottom line: No one would smoke a discount cigarette, if there was a better alternative. So I keep paying $45.00 a carton for Marlboros.
If 60% of those who tried Wellstone thought the taste was better, we may not unseat Big MO, but we should shove several brands out of the way.
Filing with the FTC, and getting their approval, will do a lot for investors who wonder whether this stock is for real.
IMO, Phillip Morris is concerned that discounters could adopt WLSF's filter, which could severely impact Marlboro sales, because there isn't a decent discount filter in the whole bunch.
As I understand it, Big MO hasn't yet been signed a filter test agreement is because they're trying to get a leg up on other makers.
More news should be coming next week.
More good news should be on the horizon:
1. Filing for packaging approval with the FTC.
2. Signing Phillip Morris to a test agreement.
Seems like the naysayers got out, and we're settling down, with a more loyal shareholder base.
We'll always have the day traders, but they seem to be getting more conservative.
Bob. I bought heavily during the past three days.
Lightened up a little today, despite the feeling that they could have another positive announcement on MOnday.
Of course, announcement of an acquisition would be a bawl buster!
And unless I miss my guess, these guys wouldn't issue a release about a takeover, unless they were well along the way to doing so.
Although the price is faltering, the executives of WLSF are not.
Mornin', Bob.
Yeah. But we need the right kind of press release.
Two of the most probable, are FTC approval of their cig. package, and signing Big MO to a filter testing contract.
Fingers crossed. These daily downticks are really irritating!
A few things to keep in mind. But I'm sure you've already thought of them:
Making an acquisition means an almost instant launch of their new filter, which would replace the filter of the acquiree.
WLSF plans to launch in April in the U.S. If they can make the acquisition in the near future, their distribution channels will already be in place. This is no small matter, because getting your foot in the door is huge, and inventorying cigarettes is very costly for any retail outlet, whether large or small.
Although moving very quickly, these guys sure seem to know what they're doing. All experienced professionals.
Two announcements could be on the horizon:
FTC approval of the package.
Signing of the filter testing agreement with Phillip Morris.
Luck to all.
Would you argue with 1.2%, or $1.2 billion "owed"?
Surely, when we're talking about $100 billion, there's lot's of room to wiggle, without being too far off.
Maybe 50% of what is owed, or about $500-$600 million. (Shades of Ericy).
Then, there's the small matter of an advance payment on future 2G/3G sales.
$750 million would be a nice round number.
MSCHERE.
If NOK will have sold $100 billion in 2G/3G phones/base stations from January 2002 to the end of the year, how much would you guess they would owe IDCC for the whole magilla?
I realize that $100 billion includes revenue not directly related to the actual sale of phones, but it's a nice round number, and additional sales will be generated in Jan/Feb 2005, unless The Snake changes his strategy.
I have no idea what SAM's numbers would be. Can you help here?
I only found out about this board today. But I've been holding a pretty good slug of shares for some time.
Two days ago I called IR, because the stock was getting hit again.
As usual, the gal said she couldn't say anything that was not public. But she was very pleasant, and indicated that they were well aware of shareholder pain and suffering, and reasonably good news was coming.
The latest news release looks like a fairly big change in direction, which is something I didn't expect.
Good luck to all.
DD.
Most of us overreact when the stock drops five bucks in three days.
eeeeeeeeeee
DD.
When a year passed and your stock goes from $14 to $28, and back to $14, it's time to take a trip.
In past CC's, Howard has usually hogged the microphone when questions were asked.
This time, he doesn't have any answers.