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What's your objective? TIA
Did you buy PARS ? Up big today.
That was not Mr. Espy. He was not disruptive.It was another shareholder.
Anyone know why Briancon was not at the meeting?
IMO Mr. Espy is looking for a seat on the BOD.
At the outset, Harry said that questions pertaining to Nokia and Samsung were off limits. I think Revels received his information about Samsung after the meeting from ? Could they possibly become a chip partner?
Yes.William, but I thought is was Espy?
You know Harry was playfully joking with that one.
Not trying to diminish Hicks because of his size. It just seemed comical at the time. The shareholder finally did sit down peacefully mumbling something to the effect that Harry would be up for election to the BOD in two more years.
Just got home from meeting. I don't think it was a member of this board because he did not have a name tag on. He seemed to have something personal against Harry. Funny thing is that Guy Hicks (who is about 5' 6") tried to restrain the shareholder & I thought that they might come to blows. I thought that Harry handled himself very well. A proposal was put forth by another shareholder that a smaller option plan be proposed with greater details provided to shareholders. Overall, I thought is was a good upbeat meeting, except for the option issue (which was voted no by a large margin).
It was implied that the results of the survey represented this forum. Were you part of the press release group? Why do you protest so much?
I held shares about a year ago. Interesting drug they have there in Dexinanibol(sp), the marajuna(sp) derivative. I know they are in trials overseas for TBI (traumatic brain injury).The drug is, I think, basically an anti-inflamatory which can be adapted to other diseases (miracle drug?. They had a successful eye product that they sold to Bauch & Lomb, also. I check on them every once in a while.
On general principles I vote no on proposals such as this, but some of the better thinkers on this board caused me to hesitate and a make me think better also. If this company realizes its full potential over the next few years, I won't care how many outstanding shares there are. A no vote, on the other hand, just might impede this potential for reasons that are unclear at this time. The arrogant "no" crusaders are claiming to know what affect dilution will have on the stock price going forward. They have no way of knowing how this stock may be valued in the future. The fact that they sneakily issued a press release in the name of this Board finalized my decision to vote yes. Call it spite if you will.
Exactly why I voted YES. Irritation AND deception.
From Bloomberg: Note "citing no one."
http://quote.bloomberg.com/apps/news?pid=10000103&sid=a8JCKtIlwf54&refer=us
Yes. Owned by Dow Jones & Co. The left hand not knoweth what the right hand is doing?
Yes. Do you know the street address?
33.49%
Teecee-Marriot
OT: Anyone have the street address of the hotel for the ASM. TIA
They also seem to be selling off PLUG at regular intervals?
Thanks...That's good news. Although a poor recommendation by ML might lead to massive buying. LOL
Teecee: Any knowledge of a Merrill report?
Teecee: Could this account for this mornings activity?
http://www.investorshub.com/boards/read_msg.asp?message_id=1040867
Ge Jim....To the TA uninformed...meaning buy more IDCC at this time, or sell and accumulate cash to purchase at a later date?
Earnings-Looks Goodhttp://biz.yahoo.com/cc/9/29369.html
Tell that to John Chambers of Cisco
As I said ,rightly or wrongly. Its all about perception. I don't know if he can lead us to the next level.
Having met Mr. Campagna at the last ASM, I tend to agree with Data Rox. He seemed to lack the finesse and polish one would expect of a COB in a high tech business. This may give a perception to the wireless industry and the investment community that IDCC is not a first rate organization. IMO, appearances do matter, rightly or wrongly.
Sorry, not fully awake yet. Not sure who is presenting, but I assume it would be Rip Tilden. Howard would probably be talked out after the CC the day before. LOL
Danny: The list of companies was included in the link I posted. IDCC is in some pretty good company.
OT: High Noon. Gary Cooper. Classic Western. Circa 1950's. Don't forsake me IDCC.
The 14Th. At high noon. Half hour presentation.
New job listing for staff accountant today. Was the old one ever filled? I guess the new Controller will be needing help counting all those beans.
QCOM...
May 07, 2003 (The San Diego Union-Tribune - Knight Ridder/Tribune Business News via COMTEX) --
Qualcomm is becoming a victim of its own success.
The San Diego telecommunications giant got a major new competitor
yesterday in the manufacture of chips for its patented CDMA technology, short
for code division multiple access.
Texas Instruments, the world's largest marker of cell-phone chips, said
that it will enter the market for CDMA chips by the end of the year. Until
now, TI primarily made chips for the dominant wireless standard called GSM,
short for global system for mobile communication.
But CDMA has begun to gain ground, increasing its share of the worldwide
market.
Qualcomm's next-generation technology, CDMA2000, which allows cell-phone
users to send e-mail, take and transmit digital pictures and play games, has
also grown so dramatically in the last year that it became a market that TI
could no longer ignore.
"This shouldn't come as a surprise, especially with the success of
CDMA2000," said Michael King, a wireless analyst with Gartner Group, a market
research firm.
Rick Kornfeld, vice president and general manager of TI's wireless
chipset business, agreed that CDMA now represents a significant portion of the
cell-phone business.
"CDMA is certainly not the dominant standard, but 20 percent of some 400
million cell phones is obviously a very interesting market to us," he said.
It is a market that Texas Instruments has long targeted.
In June 2000, the company bought Dot Wireless, a San Diego startup headed
by Kornfeld, for $475 million because of its CDMA expertise.
Kornfeld, a former Qualcomm executive, said the San Diego office is
taking the lead on the CDMA strategy and technology development and plans to
have about 200 employees by the end of the year.
Kornfeld said that CDMA cell-phone makers are looking for another option.
"The handset manufacturers would like to see competition in this
marketplace," he said. "It is a natural thing for them to want."
Asked about TI's announcement yesterday, Qualcomm said that it typically
does not comment on other companies' business plans.
Texas Instruments is not the only competition facing Qualcomm.
Nokia, the world's largest cell-phone maker, said recently that it will
expand its CDMA phone line, but it vowed to continue to use its own wireless
chips.
Samsung, one of Qualcomm's biggest chip customers, has said it will begin
to use its brand of CDMA chips in about 1 million phones.
The increased competition in the CDMA chip business of which Qualcomm has
some 90 percent of the market is both good and bad news for the San Diego
wireless technology company.
Qualcomm makes its money not only from the sale of cell-phone chips but
from collecting royalties whenever its patented technology is used.
The more companies that make the CDMA chips, the more royalties Qualcomm
collects. But the assault on Qualcomm's chip business could hurt the company's
bottom line.
"We don't know how TI's going to perform here," said Brian Modoff,
wireless equipment analyst for Deutsche Bank Securities, but he added that
"another competitor, particularly one of TI's scale, is not a positive for
Qualcomm."
Gartner's King said increased competition in the CDMA chip market could
potentially hurt Qualcomm, so the company needs to continue to expand its
product line. Qualcomm is already working on next-generation wireless chips
that use a variety of standards.
"The bottom line: It's not a good thing for Qualcomm, but I think it is
certainly something they had to be preparing for," King said. "It does
motivate Qualcomm to become more than a one-trick pony."
To see more of The San Diego Union-Tribune, or to subscribe to the newspaper,
go to http://www.uniontrib.com