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For the record infinite--No one was removed from the meeting.Security did go to the shareholder at the microphone and attempt to escort him, he resisted and Guy Hicks intervened and the shareholder was allowed to continue his "dialogue" with Harry. In response to your other post regarding the 2.5 million from Sharp that is not clearly accounted for, could it be the royalties from March to date since they were included in this agreement?
Eli
Regarding Sharp royalties from March to the present agreement--I spoke with Rip Tilden after the meeting and asked about the "gap" from March and he specifically said that this agreement INCLUDES royalties from the March expiration date so Sharp hasn't missed a beat!
Eli
Dishfan--If my math is correct; isn't 45 days from March 14th--Monday April 28th??
ELI
Monterey--When you open a brokerage account you agree to loan your shares unless otherwise specified. It's in the fine print.
ONCE-Who are the "knowledgeable industry insiders" that you refer to in your previous post?
TIA,
Eli
The IDCC ERICY settlement press release regarding recognition of revenue from Nokia/Samsung states:
"The Company will not record revenue associated with the Nokia and Samsung license agreements until all elements required for revenue recognition are met.
I believe the phrase "all elements" means there will be a very conservative approach to recognition of any revenue, i.e. a finalized agreement.
IMHO,
Eli
Could I also get the report at elias.risorto@hp.com
TIA
Eli
ONCE and MSCHERE --You're both right!. I believe the data that Mschere is refering to from last year's proxy accounts for BOTH common shares AND options. So although he did sell a substantial amount of "shares", He's got a significant number of options he can convert to shares and more on the way. If I were him, and had that kind of stash, I cash some chips in too. No big deal-IMHO.
Eli
By the way--WHERE'S ONCE!!!
As the Beatles would say--HE'S A REAL NOWHERE MAN
I actually spoke the other day with Janet Point and she mentioned that Investec was downsizing. What she said was that Robertson's model was pretty damn close to what actually occured regarding the rate for ERICY and subsequent NOK and Samsung money owed. It's too bad he's gone.
Remember that recent Friday afternoon, after the close, when IDCC released information regarding its agreements with Nokia and others? Now we have the settlemnet with ERICY. Any legal folks here care to comment if one event was a prelude to the other and ,if so, can we conclude that Nokia knew our settlement details and has already agreed that it meets the criteria for their payment to IDCC??
TIA
Special master's name is Gale Peterson and it's a he.
Thanks!
Mschere-Where did you pick up this info on the 2 new investors?
There's no question that the Tantivy deal is an integral part of an end to end TD-SCDMA solution that IDCC will offer. I didn't realize the importance of these smart antenna patents for TD-SCDMA at the time they announced the deal. This jigsaw puzzle is coming together piece by piece for me and I'm starting to appreciate our managements vision for 3G technology as it relates to their IPR and building solutions. They may be smarter than many of us have given them credit for on this board!
Eli
Latest Instituitional holdings link:
http://www.nasdaq.com/asp/Holdings.asp?FormType=Institutional&Selected=IDCC&symbol=IDCC`&...
ELI
He has to ignore your post--he's a loser whose lost his integrity by going back on his written word.
Mickey--Alot of people got on you when you said billions were owed. Today we see it in print. When you're right, you're right and sometimes that should be acknowledged along with all the criticism you've taken!
ELI
Over 500 thousand of the decrease was the one Colorado fund.
That was over half a million shares and is the reason instiitional holdings dropped to 21.5% !!
Institutional Holdings update trickles in--now we're at 22.6%
http://www.nasdaq.com/asp/Holdings.asp?FormType=Institutional&Selected=IDCC&symbol=IDCC`&...
Can't wait to see Credit Suisse Asset Management update.
Mickey-To your point on what happened with QCOM. Due the math on the number of days between their original trial date in 1999 which was April 6th and when the settlement was announced which was March 25th. Now compare it to the IDCC original trial date of February 10th and count backwards and you get DAMNED CLOSE TO JANUARY 28TH!!!!! Would that be a great call on your part!!
ELI
MICKEY- For what it's worth--I'm one who looks forward to your posts and I'm sure there are many like me who lurk more than post who feel the same way. Don't let some get you down, the beauty of this forum is the fact that you can communicate your opinions and thoughts to others interested in IDCC. I look forward to meeting you at the "Houston 100" and THANKING you for expressing your opinion!
Eli
IDOCARE--People who own the stock are selling shares and using some of the proceeds to buy Call options. This effectively limits there risks on losing capital (loses are limited to the purchase amount of the Calls). They have a leveraged upside potential because of how options work. Of course the downsize is there leverage is only good until option expiration. Shareowners don't have the time factor to deal with. Hope that helped.
Eli
MICKEY AND PARGOLF--Read the attached; especially question #8 and you will see that you may be able to cancel trades of a 10b5-1 but it depends on the plan that your company adopts!
http://www.mintz.com/newspubs/Bus-Fin&Sec/10b5-1tradingplans.pdf
Regards,
Eli
Shouldn't we have had Pacer Filings submitted today?? And if we were supposed to and don't have any, should we be reading into this at all??
Eli
Just made the journey over Jim and if todays action is any indication, this will be a GREAT BOARD!!
Good Luck Everyone
Eli