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Danny...maybe the PR from the lobbying group really wasn't from the lobbying group that are members of this board. But perhaps from an individual/entity that monitors this board, and has an interest in not having things go well for IDCC and/or IDCC share price. What you just summarized has been a whole lot of activity centered around a previous "no-notoriety" stock. But a stock and company that has taken a beating ever since the Motorola trial. Now, IDCC has settled with Ericy and the control of this stock and the future of this company has become untethered. We also have the notification that there is an indemnifier. So perhaps this goes beyond a group of private individual investors...and perhaps there is a conspiracy. But, as I said the control of IDCC's future and the share price is now out of someone hands...and they are attempting bring it down again or escape relatively unscathed or gain control again. Way too much has occured since the middle of March for all of this to be a coincidence....Especially this article in the WSJ.
So we know it comes down to money: who/what can lose money/marketshare/power/control if IDCC is successful as a company...and/or who/what can lose money/control if IDCC's share price appreciates?
mschere...as I was writing my response to you...that same recognition came over me...and certainly has in the past. If all information about IDCC was in explicit detail, I wouldn't be here and certainly wouldn't be invested in IDCC, because I wouldn't be able to afford it.
tlezer...I really don't believe the article is about a "personal view". It is about "money".
mschere...while I appreciate everything you do for this board, and the information you interpret, assemble, and post...I just don't get why you need to do it, and not IDCC.
mschere...we wouldn't know because IDCC says nothing about anything that is going on around the world. Couldn't they just mention during a conference call or at the ASM specific geographic areas that are testing IDCCs 3G IPR. They wouldn't have to give specific makes and models of equipment, but just let us know something....
tlezer...you still don't think IDCC was chosen just by happenstance? I am sure Revlis doesn't know exactly who...but you really believe IDCC just pops on somebody's radar screen as a "tech bubble" stock???? Even in wireless articles that state the names of Qcom, Ericy, Nok,NEC...IDCC hardly ever appears. They are certainly not considered a player on WS, why would a staff writer pick IDCC...which would be so hard to find out of the thousands of stocks, unless she was told to do it.
tlezer...the writer was prompted by someone...there is no way the writer did this on her own. You couldn't hit IDCC on a dart board, unless someone put it there deliberately.
Hey Danny...the source(s) behind the writer has a need: to buy IDCC shares at a lower price or cover at a lower price. I can think of several different entities that need to do that. But it also means that the price is going higher soon.IMO.
Hmmm...the writer probably didn't know of IDCCs existence
a week ago. Who prompted the writer? No matter what, somebody doesn't want to see the price rise or maybe it is somebody testing the "stones" of management by asking "Do you got the stuff you say you have?"
In any case, WSJ could give a rats ass about IDCC just two days ago, now we are getting attention. Somebody "big" is behind this article. MO
OT: maybe idcc thinks a press release is the "steam" that comes out from a dry cleaning press. So maybe they think they have had hundreds of press releases so far. Incredibly quiet: helps the idle minds wander.
Witchhollow: no, silence is not golden...not in this case. For all the silence that has occurred from KOP, it should be FT. Knox by now. I could care less about the options (to a certain degree) as long as there is notable progress. I am still amazed that nothing has gotten done.
Lotta chatter from IHUB, nothing from KOP.eom
All this banter, and nothing said by IDCC.eom
All this banter goes away with news...and we know who is in control of that. There have been so many exhaustive discussions on various topics on this board and the other boards. I would prefer that IDCC says something, rather than everyone on this board, but it ain't happening.
My3sons...one day I hope IDCC announces some news on a new licensee, a new deal, or perhaps that they even got paid by
N & S. Now that would help the introduction of a new topic. IDCC has really not done much in last year except issue a whole lot of f4s and settling a 10 year lawsuit for a fraction of even what the most conservative on this board were expecting.
My point is: I would love to read about something else on this board, but IDCC never says a word.
Initially, since 96, an no I didn't sell during the run-up, and I have been longer in shares ever since trading account and IRA. Truly, if it wasn't for you, Corpgold, Teecee, mooseo, mschere, joel, ranger, goblue, glennymo, data, revlis, art, joel, rtd, and yes even Mickey and others, I wouldn't be here and invested. I have learned a lot from all of you and I thank you. I am not arguing with you and the others and it is not my intention. I am attempting to express my opinion and doing so, badly.
And yes, from all my IDCC purchases over the years, I am at about a 100% profit. So I have nothing to whine about.
JimLur...I understand, but lets talk in the instance of IDCC's insiders. They excercise and sell, most of the time in the same day. Most of the insiders have been granted options at 50% of the price that they sold them for. So instead of 100% at no cost, they are making 50% at no cost. Granted there are varying tax implications which may change the profit margin by varying percentages. But that profit was not because they fronted their own money.
My initial comments were not intended to open an options discussion. I could care less if they make money on their options. I just want to see business progress to verify the share price appreciation, because I am long term investor. And I really haven't seen anything.
Revlis...so why do insiders sell when they know best about the potential of IDCC?? Because they can, because it isn't money out of their pocket. They get to cash in, because there is no skin off their back, because they have a seemingly endless supply. I don't have an endless supply. They benefit, I don't. I put my own money in. They didn't. Just some business deals, would settle my discomfort. And there has been much of that at all.
Joel...I understand that option are not free, but I haven't been granted them in IDCC. I paid for my stock upfront. I am saying that I am not opposed to granted options, I just want to see business progress. The stock price has increased and that benefits the insiders because they can cash in some of their options. I can trade my stock, but I am not a trader. So I only benefit from long term investing. But when they cash in their options, it hurts the IDCC stock price, but they don't care because they come out with a profit and they have more options. But they haven't done anything to prove that IDCC is a good long term investment yet from an ongoing business perspective. Yes, there is a lot of potential, but when is it going to come home. In the meantime, the stock price keeps appreciating, but they keep selling.
Revlis...I understand your point about the share price and I agree. But, I don't benefit from that because I am not a trader. I am a long. A long benefits from long term potential. A trader benefits from the channel fluctuations of the share price. An "insider" benefits from excercising and selling his options because the price has increased and he always has a supply, so he will never lose. But in regards to long term potential nothing has changed. IDCC always seems to be hampered by something pending...1st Ericy, now Nokia/Samsung, what next?? I am saying that, so far, they haven't gotten paid for their worth, hence nothing has improved, except for the traders and insiders. I have faith, thanks to a lot of you on this board, but when is IDCC going to solidify with actuals?? I hear soon, but....
The point is that "insiders" are given options (shares) at no cost outlay for them. Yes we can discuss that it is part of the compensation package...but anyway...we move on. They are given free shares and then excercise their options and sell. We (investors) buy our shares, money out of our pockets and invest in IDCC. There is absolutely no risk for them to sell, because they get/have more free shares(in essence, never a loss for insiders), but their sales look "bearish" and they hurt the true investors. We won't/can't sell because we recognize the potential and the risk of not owning the stock at the time the share price rises. I say "potential", when will we see the "actual"??? Share price keeps climbing, insiders keep selling, but there is no actual progress. We settled a 10 year old litigation over 60 days ago for a fraction of what was expected, and nothing has happend since, NOTHING, except insiders selling in March and May. Please tell me why everyone is so satisfied with management's progress. Nothing actually has improved. I am just waiting for a deal, a licensee...what is taking so long after we settled a case that was going to unshackle IDCC.
DATA: Is your post supposed to mean something? Like lightening has struck? or am I reading to much into it?
Thanks.
My3Sons...now that's what I am talkin about...just a few deals to confirm that IDCC is the "it" that they claim to be. That's all.
Mschere...because it hasn't happened.Nothing has been concluded. To the street and the investors they fall short of expectations everytime. Plus they file more F4s and no PR, no deals.
Bravo! Zitboy...these guys need to get asked the question about how they are building shareholder value?? Low settlement, two months before trial...here we are with nothing to show any progress...no 3G licensees, no 2G licensees, and now they have more insider selling in March and now May. They should be embarrassed especially regarding Nokia/Samsung. Why settle in the middle of March for a lowball figure w/Ericy when there is nothing to show for it 60 days later.
No deals, no PR, just F4s...now that is shareholder value...can't wait for the reports from the ASM on what great things are coming. Meanwhile more F4s will be in the cue. How about this question: "Could you guys close at least one deal, before filing 10 F4s...is that too much to ask??"
Any info on a new licensee would be nice...rather than seeing all the Form 4s flow again. I could give a rats ass about the options, IDCC needs to get something done in the deal making department...they have moved forward with nothing except settling a ten year old lawsuit.
It would be nice to see some evidence of something else happening other than their wallets getting fatter. Saying something progressive...shouldn't they be embarassed at the ASM.
Alley..I truly appreciate your posts and look forward to your outlook. I hope your fortunes are as positive as your outlook because you are and will continue to be a rich soul. You have a great perspective on life. Something to learn from. Thank you.
JimLur: Do you know whent he 20% discount pre-pay option expires??
Spree...just a rumor...don't expect much from PJ con...if coverage comes...GREAT. but I think too much fuss has been made about this conference...I hope I am wrong.
OT:sjratty: your "thought provocations" are elementary at best...the mirror is better use of your time....you are too funny.
sjratty...it seems like a mirror is the only thing that is perfect in your world. The only positive thing I have heard you say in the last several posts has been about your post.
SJR...I think the lack of volume is indicative of two possibilities:
1) nothing extraordinary is going to happen next week
2) there are "sideline sitters" that are waiting for the meat from idcc
I would not expect much from Q1 earnings. In my opinion, everyone should adjust their thinking to .03/share.
PJ, in my opinion(again), is just your average technology presentation, I would not expect any major announcements.
BTW, I hope I am wrong (and that finally IDCC "brings the thunder")
If IDCC had a "mandate" to settle with Ericy...should we see evidence of why we settled in the middle of March...and why Ericy is a company of integrity...if we cannot see evidence in Q1 or an indication on the CC then why couldn't IDCC wait to settle in April...what is another month after 10 years...what difference would it have made if nothing could happen in Q1 anyway...
Let's move on please!! If we want to be negative we can talk about the only thing that IDCC has accomplished in a year and a half is the settlement of a ten year old litigation. Let's hope all previous patterns have changed with the ending of that litigation. We shall see on Tuesday. The share price is obviously showing that things have changed.
Alley...I appreciate your comments...I do understand your perception of being set-up...I think it goes with the territory of owning IDCC and recognizing the momentum and then the insiders sell and kill the momentum. I sensed your numbness after the last insider sell session. Unfortunately, I think your sixth sense may be correct...just because a combination of things, one is the expectations of this board are very high, and they are actually even short term "high expectation", past history of being sold out by the insiders, and nothing ever really happening from a PR perspective. The stock is rising and we really don't know why and we suspect that t will come crashing down on 5/13 because nothing substantial was said...which is like all the other CCs. Let's hope the past was washed away on 3/17. Otherwise, IDCC is a long term investment.
sjratty....re:TIW
Yes..and you should sell also. Please!!
Da MoFo's should have news tomorrow after this display of huge stones on their part. If no new, dey are just mo fo's.
Poor Alley!! I truly feel bad for you and actually all of the longs, and me...especially for Alley because you have been most postitive and a treasure to this board.....and because no matter how good of a campfire is built by the posters of this board...the kings just come along in a drunken satiated stupor and piss all over our campfire...or perhaps they are the spoiled rich little punks that come and trample on our well crafted sand castle at the beach. They do suck. Please tell me the last time we had a real deal announced....bueller, bueller, bueller...I mean besides the butt-reaming we took on St Patty's day.
Linedrive: You're correct about management not setting expectations too high...in fact they have been very conservative. My post was to reflect that fact: Management will lead the way...our expectations of high stock price have been manufactured from speculation of a lot of information that hasn't come directly from the company.