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Re: None

Thursday, 05/15/2003 1:26:21 PM

Thursday, May 15, 2003 1:26:21 PM

Post# of 436085
After having lurked for a while, what I'm having difficulties with are:

1. What was new in Tuesday's CC that caused the high volume and price jump? (we've known everything about the Ericy settlement since March 17 and E's funds were the reason for the Q1 profit).

2. Why did the price jump when IDCC's comments about the NOK and Samsung situations were obviously more downbeat than on March 17? (It's a fact that IDCC is now in contract resolution mode with NOK with a possibility of arbitration out into 2004).

3. In what way has IDCC's management exceeded our expectations over the past two years? (I'm referring to specific management goals like new licenses, amounts achieved in litigation/legal disputes, open disclosure about intended use of the new options, how they are dealing with the indemnification issue that's said to be blocking new 3G licenses?)

IMO, the price spike after the CC seems illogical. But, maybe, Dannydetail is right, it's just about supply and demand. Opinions and insights welcome, JK





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