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olddog967, thanks, I will just keep my fingers crossed then. EOM
Goodluck All Longs!
vg_future
Anybody, question....Regarding the Samsung assertion of choosing and applying of MFL rates...
1)Could we say that this assertion was made in June, 2006? If so, could it be possible that this might have changed in the past one and half months and IDCC has no obligation to update the status (assuming that 10 Q includes all the updates till date)? My assumption is that they just reported the status as of June, 2006, but could have made lot of progress in talks/negotiations since then. JP's recent "NO COMMENT" is seeming really encouraging in this regard.
TIA.
-vg_future
The_Net, also if the panel has applied the volume discounts in rate setting for NOK, then I don't think Samsung will get the same rate as NOK.
-vg_future
As per this morning's PR, they still have lot of ammo for the buyback.
IMHO, as with the NOK decision/settlement, we would hear about Samsung when the gloom predictor's least expect it.
-vg_future
navinjohnson999, when you can argue with an assumption that they might have already signed and sitting on the NEWS....why can't I assume that they might be signing today. Remember that you started this chain of thought of sandbagging by putting out a question that if they can sit on the NEWS for the CC.
-vg_future
navinjohnson999, where did you get the idea of sandbagging? Can't they sign something today and announce it tomorrow? They don't have to be sitting on the NEWS now. There is no rule that they cannot come out with any other (other than earnings) NEWS tomorrow. The bottom line is "nobody here knows for sure till the compnay speaks"
GoodLuck All!
-vg_future
The_Net, I hate to give undeserving credit to the PJ analyst. I am not sure where he pulled his numbers from. IMHO, either he was played by someone even bigger or he himself is an active player in the $10 haircut game.
I also beleive that IDCC didn't come for shareholders rescue when it was most needed during that cut. A simple excuse of policy is not sufficient. A $10 (7 + 3) drop on one of the heaviest volumes is not any ordinary market fluctuation and I don't think that IDCC taking the "policy" shelter was the right thing. I am not sure how many shareholders' confidence is shaken because of that movement. Hope everyone is holding steady.
-vg_future
revlis, agree that they can spot the buyer (broker), but, I don't think they would know who is actually buying (i.e., who is buying through the broker). Either way, it is good to see somebody is guarding by buying.
-vg_future
Ellix, I am under impression that FACT cannot always be tied with IDCC buyback. They could be doing some other buying or IDCC could also be using someone else in addition to FACT for the buyback. IMO, if a buyback becomes so apparent it will leave room for manipulation. So, I am not sure if IDCC was really buying at around 35. If it is true, I will be glad because it would show confidence and hint at the potential that IDCC seeing.
-vg_future
revlis, yes, that is how I understood it....buyer is aware of the market and IDCC (not necessarily like an insider) and might be adjusting the buyback accordingly.
-vg_future
revlis, okay. Thanks. EOM
-vg_future
revlis, enyaw & ellix, just trying to put this together with what teecee posted a week or 10 days back regarding buyback. Since IDCC's buyback is 10b5-1 type, seeing FACT on the bid (i.e., IDCC's buyback is active) shouldn't effect any NEWS release from KOP....i.e., we can still get NEWS irrespective of IDCC's buyback.
JMHO
-vg_future
DD, agree with you only partially (there more contributing factors). Some big time manipulations was involved in dropping the price with significant volume (report alone couldn't have generated that much volume....regarding insider sales, we went up even after insider sales around 30-31s).
-vg_future
loophole73, thanks. Clear and to the point. EOM
-vg_future
JimLur, I guess he pulled out that number from thin air just to justify his valuation. I really wish he loses his clients for the thoughtless and self serving downgrade.
-vg_future
Thanks GAB for the update, much needed reiteration/upgrade for IDCC's price now.
Goodluck All Longs!
-vg_future
glennymo, IMO this time around it is different...this is not the old IDCC anymore. There is lot of confidence. This time they have delivered. Unlike in the past, we now have some issues resolved and the future is looking more realistic rather than just being a hope and promise.
Again, I take comfort in the fact that Roath acquired the shares.
Goodluck All!
-vg_future
tangent778, NEWS shouldn't be effected by exercising of options. To the best of my knowledge, only an open market buy will have the NO NEWS effect.
-vg_future
revlis, same impression here. He locked in his tax liability at these prices for [3876 shares X (price on July 11th - $5.6875)]. This means that he is confident that it is a pretty cheap price. I take comfort in that.
-vg_future
ed_ferrari, got the whole story. EOM
-vg_future
GoDuke, I wasn't criticizing you...just wanted to get the story straight so that no body panics.
Acquired means a good sign. Somebody thinks that this is a good price to lock in the tax liability. This is not an open market purchase, so, it shouldn't have any effect on NEWS.
-vg_future
Please tell the whole story. Form 4 - Acquired 3876 shares.
-vg_future
spider69, exactly, good point. They wouldn't think that 30 and above is a good price if negative NEWS is on the horizon. The current price levels should make it really attractive for an active buy back and I am not sure if we are seeing that kind of support to the price now.....hmmmmmmm....maybe NEWS.
-vg_future
ellismd, yes, but my point was that breakdown of negotiations is just corp's opinion.
-vg_future
Any ideas, IMO, the buyback is not currently active or else we would have seen a better support (like the one we presumably saw around 30 and 32, 33 and 34s). If so, then we can expect some sort of NEWS pretty soon from KOP.
Anybody see anything on level 2?
TIA
-vg_future
revlis, I guess negotiations could be considered a fact based on the hint (for that matter even without a hint negotiations/talks should be expected when so much of money is involved and a decision is about to come out from ICC), but, breakdown in negotiations is definitely just an opinion that corp is stating as fact.
-vg_future
Really love to see something from KOP to give the aching long term holders some relief. Analyst coming to our support is one thing,but, the company coming to our support would be THE THING. It would put an end to any unwanted speculation and theories and would really give the much needed support at this time. I am not saying that company should come out for every drop or every analyst's downgrade, but, this drop is too big to ignore. Sometimes a PR does better magic than the announced buy back. The PR could simply say all is well in KOP and the drop is really unwarranted and there is no new development to justify the drop.
All IMHO.
Goodluck to all longs!
vg_future
The Count, I disagree with one of the points that you make. This is exactly the type of mind set that I was referring to in one of my earlier posts. Some of the share holders (maybe a lot) are under the impression that we went to 35 for no apparent reason and probably we went there just by fluke/sheer luck...if that is true...then one has to agree that IDCC doesn't have goods, IDCC is not guranteed to get close to 55 mil a year from LG alone for next 5 years, IDCC doesn't get anything else from other licensees, IDCC doesn't have any agreements with infineon and Phillips, and so on (list goes on). With this mind set, it is quite understandable that there were lot of profit takers the other day. The rise to 35 might have been a little bit faster considering the fact that the rest of the market was really shitty during those 2 weeks. But, I sincerely believe that IDCC deserved that price valuation and much more. I thought we were being recognized as a strong player in the market. When was IDCC given proper valuation in the past? IDCC got around 250 mill from NOK ($5 in cash), but, did it get that reflected in the share price at all. IDCC recognized the Panasonic moneys, did it get that reflected in the share price. This list goes on....my point is that we deserved every bit of that run up to 35.
Sadly, the manipulators had help from profit takers, short sellers, panic sellers.
GoodLuck All!
-vg_future
MTJBKH, IMHO, they will release some PR soon. EOM.
-vg_future
sure, good NEWS would be greatly appreciated. EOM
-vg_future
imalurker_2, I really wish/hope IDCC sticks it to these assailants with a nice piece of NEWS. That would serve as a warning to any future manipulators.
-vg_future
spree99, excuse me...did you even check who I responded to and who I was addressing.....go back and read properly.
-vg_future
my point was that they didn't bail out at the top...stock still had momentum after their sales. I agree that they did take some of the momentum away. Unlike earlier sales, this time they didn't completely kill the momentum...in fact the fundamentals are lot stronger this time.
-vg_future
Here comes the nostradamus with insider access. When you knew so much, why don't you make some money by selling puts or shorting the stock....and please leave us mortals to our fate.
-vg_future
GAB, most of the insiders sold at around 32....just FYI, that was not the top. If they sell based on leaks, that would be considered insider trading....and I don't think that is true.
-vg_future
revlis, yes, even that added some fuel. The strange thing is that some of the posters here think that we never deserved the 35 price. I can understand profit taking, but, I don't understand why they can't believe that IDCC is worth that much and more.
-vg_future
Anybody giving credit and attributing today's move to just PJ analyst's downgrade needs to learn a lot about the market. There are many other things that worked against IDCC today. Profit taking, Panic Selling, Short attack, etc. I will bet that Amit Kapur might have been equally surprised by today's move. I don't think he would have thought the stock would come that close to his target in one day. I refuse to give credit even to the stock predictions put out by our resident gloom showerers. It is only a bad luck that everything worked against IDCC today. Let's see if any of the other analysts come to our rescue tomorrow.
-vg_future
revlis, some poeple don't mind twisting facts just for their personal benefits....another lie....the downgrade is not from Strong buy it is from Market Perform. I hope IDCC teaches these guys a real hard lesson.
-vg_future
thnaks rmarchma, hopefully IDCC will fight this out. EOM.
-vg_future
Who is Piper's analyst? TIA.
-vg_future