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IMO uncle bill, you and your licensing team need to perform..You have proclaimed the NEW IDCC to us, but to us it is the same old company. You always want to be patient and always want to strike the right deal. Where are the results over the years, they are so few in between. We investors have been hearing all your song and dance during your tenure with company. You need to deliver your 500-600m in the near term,not year 2020...AMHO
IMO the new IDCC =
1)decreasing revenues
2)continue the status quo - take u r time licensing team
3)we are always waiting for the right deals
4)it is ok to provide commitments even though we can't meet them
5)buy time till retirement
Will IDCC 5G millimeter wave technology have anything to do with this?? Future is bright for the company if management can monetize their technologies and execute. AMHO
https://www.yahoo.com/tech/google-may-gigabit-wi-fi-bring-fiber-masses-020028907.html
IMO,it has always been difficult for IDCC to license more than 50% of the market. I'd be delighted and surprised if uncle Bill could fulfill his promise this year. I have seen the various versions of the presentation slides over the years saying the huge revenue opportunities that exist with idcc due to less than 50% of the market licensed. AMHO..
IMO, as shareholders we all have demonstrated our patience with the licensing team. Need to have a timeframe for licensing..we don't have another 5 years to wait for another licensing agreement..AMHO
That’s not to say that licensing will be easy. It remains a business model that requires a great amount of patience. It also requires that we continue to innovate to make sure that our offering to our customers is as attractive as we can make it, and in a way we continue to do
IMO, licensing agreements with other companies are still are to come by per the tone of BM...need to set a timeframe to get that done..or else sell the company..AMHO
idcc victory in Paris..EOM
IMO, they are patiently waiting for the retirement from the company...This company will pay you for non productive work..sigh!! AMHO
IMO Uncle Bill,we need actions and not empty promises this year. Please tell your licensing team to execute at their highest levels. They have not been productive for years..Thanks..AMHO
500 to 600m reaffirmed..just get it done this year..AMHO
IMO, can't believe that Shay has 1m in bonus by producing nothing, 2nd highest bonus given after BM...Uncle Bill confirmed the 800m revenue goal in 5 years at least twice the same year when they announced it. If they can't produce the reduced revenue goal by Jan 2017, then BM should be on the wall of shame for playing lip service all the time...AMHO...
IMO time to buy when barclays downgrade.EOM
how about Lucent??
IMO, they always have about 50% of the market under their radar screen for licensing, however, up to now, they always have difficulties securing agreements. Hopefully this time will be different and would not be another BS from the company.
BM was so confident about China in his last conference call. If that is the case, the licensing team need to deliver more licensing agreements besides Huawei.
Regarding Apple, does not look like Apple has any urgency to sign with IDCC according to the presentation yesterday.
AMHO
IMO, looks like another unproductive year for the licensing team...what a nice way to collect a paycheck by not performing..AMHO...
IMO, 25% growth from current 400m to 500m next year..
PPS = growth rate x 3 (current year eps)= 25X3 =75
if assigning a growth rate of 20% = 20X3=60
AMHO
IMO, they jumped the gun earlier by saying that could make the 400m recurring revenue this year. But realizing that Huawei would take some time, then they changed the recurring revenue to recurring revenue platform to save the their???. Don't forget this company is run by lawyers..lol..I am holding BM to his 500m to 600m next year since he was so confident in his last conference call...AMHO
IMO, if IDCC can leverage their future tech to secure licensing and partnership, the company should do real well in the future. I am really intrigued by their involvement in the OneMpower. Again, this company should be worth more than what it is trading now..AMHO
IMO, if uncle bill can execute what he said in the conference call. The PPS should be much higher in 2016 than today. Not much downside from here as all bad news have been out and the company is aggressively buying back stock. As I said previously, the stock is way undervalued considering the technologies that they are in. AMHO...
IMO, uncle bill seems to have more energy today. He seems to be more confident and excited about the future. Hopefully that'll translate into more revenues and growth for the company.. Glad that he is still committed to the 500 to 600m recurring revenue platform. Feel much better for the company and I'll continue to hold on...AMHO..
IMO, I sincerely hope that uncle bill can instill confidence back to the investment community on Friday. So far, lots of fluffy news but no real news that can either provide a WOW factor or propel the company to the next level (ie,the twice promised reduced revenue goal (revenue platform)for next year). Hopefully, the company has not become a research ivory tower and too comfortable and don't know how to monetize the inventions. AMHO
imo, ex-dividend today..EOM
IMO, so much potential and way undervalued!! Just wish the licensing team could produce..sigh!! AMHO
IMO, why keep paying the licensing team ridiculous high compensations if they are unable to license others or enforce patents...If they can't renew or execute licensing agreements, they are just overhead to the company. In this regard, putting the company on the sell block is the best strategic move at this point..AMHO...
IMO, the company has spent millions in solving wireless problems that others want to steal. Would it be better to refocus their $$ and research efforts in developing products and solutions that others (such as infrastructure companies, handset vendors or semiconductor companies) would like to purchase to increase their competitiveness. Spending $$ in R&D contributing to the standards may not be a smart business model going forward. The transformation of the company at this juncture while still having plenty of cash is urgent. I hope the BOD and management can reevaluate and act accordingly...AMHO
IMO all the bad news are out...onto positive news...BM and Shay we are waiting patiently for the new/or resigned agreements. If you don't think you can execute, please help the shareholders out by putting the company on the selling block..Thanks..AMHO...
IMO, where is the PR for the news, why do we have to find out the news from a message board...The best for IDCC is to sell the company to the best offer..AMHO
IMO,sigh, the company so undervalued and has such great potential, wish we'd have a more proactive and aggressive licensing team that can consistently produce..AMHO
IMO, I sincerely hope that BM and Shay are focused and committed to getting those mentioned chinese companies and Apple licensed by end of next year and to at least reach the 500m goal. Hopefully it is not like those fancy charts that they created previously just for presentations and shows. BM and Shay need to show results and produce..AHMO...
IMO, the IR job must be another cushy job. why there is no link on the website for the presentation today..I have been wondering what is IR doing all day long.golfing or surfing the internet LOL...AMHO
OT, IMO the China market is not as bad as people want to make you believe..They'll strive the keep the 7% growth by accelerating the infrastructure projects and maintain the value of their Yuan. Their goal is to keep people employed until they can transition from an export to a consumer consumption market..Just an excuse for the market to selloff...AMHO
I may do that sometime in 2016 to lighten/underweight my IDCC holdings..AMHO..
IMO, the only licensing news in the horizon is Huawei. With this licensing staff, they seem to have difficulties of renewing or signing new licenses..Until they prove me wrong, the best path forward is to put the company on the selling block..AMHO
Another interesting comment from OD's post
And our penetration into the market was about 50% at the end of 2011. So that will double with licensing
success as well, which actually puts us well above the $800 million target.
I have been waiting for their licensing success since 2011...I have been very patient...LOL..AMHO
Thanks OD...Interesting when they first stated this..Does this mean that they should get 0 compensation??
and our goal to get to $800 million in sustainable annual revenue, as a goal set by the board earlier this year. It's also a goal that is set for compensation for all the senior executives within the company. So it's a goal with actually - with teeth to it.
IMO, if I remember correctly, the 800M goal were reaffirmed at least twice prior to the 500m to 600m range reduction. I called IR and inquired about the means of achieving that. The answered that I got was 50% at 400m and 100% would equal to 800m. Very comforting answer indeed!!
We have been at 50% for a long time. Exceeding 50% would be very challenging for management without executing more licensing agreements and renewals. A buyout would end shareholder miseries especially with the incompetency of the current licensing team. As I said previously, the stock is vastly undervalued..AMHO
IMO, If I were the COB of IDCC, three priorities that I'd take on immediately,
1) The stock is vastly undervalued. Need to explore ways to unlock the value.
2) Demand the resigning of Apple (Foxconn) to a new contract or take enforcement actions...How can you let an license expired for such a long time without taking any actions.
3) Assess the licensing department for their licensing approaches and their performance. Demand results and accountability..
.AMHO
IMO, It must be one of those management goals that they need to present to so many investment firms in a year to get the bonus(LOL). By presenting to the investment community, it'd only increase awareness (hopefully positive and not negative (lol), but would not necessarily increase shareholder values. All the presentations over the years have been almost the same and I can summarize them as follows, 1) good balance sheet and cash flow, 2)increase shareholder value by dividends and buyback,3)good potential because we have 50% market covered, 4) 5g and future developments,5)new startups, 6)good pipeline and world class licensing team (LOL)
For the investment firms to get excited and initiate coverage, you either need to have a world class licensing team that consistently perform or innovative products and services that others cannot do without and come to you for them. I am still waiting for that day that their presentation can wow us,the shareholders and the investment community. AMHO
Thanks DR..IMO, hopefully the setback at the ITC will wake up the management and get the company moving in the right direction...that is more accountability and better execution or better yet put the company up for sale again..AHMO
IMO, management need to tell wall street their revenue potential for M2M, i.e., what are they expect to earn in this segment since they have the majority of the M2M vendors licensed...They should have a good idea about the revenue potential with the license rate ..One bad thing about this company is that they are too secretive...
I believe the market size of global M2M connections is expected to reach $35.16 Billion by 2020, at a CAGR of 11.57% between 2015 and 2020, according to an article that I read..AMHO