InterDigital Inc (IDCC)

[snowydread]

"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)."

New High/Momentum buying + Short Covering + forced Short Covering? + Is it possible that some institutions that present themselves as primarily concerned with fundamentals were prevented by their guidelines from buying ID until the earnings came into line with the Relative Strength of the price and began their buying?

"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)."

Arbitration was mentioned At the conference call as a possibility, and I would suggest that the 4/1 SEC filing was much more downbeat than what we heard from Mr. Merritt....in the idle speculation section, there was the jagnotes rumor....we had one re: an Ericsson resolution 1/16...the price ran up, trial delayed, price ran down, but my guess for my own entertainment is that there was something to that
http://www.investorshub.com/boards/read_msg.asp?message_id=762700

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?)

I bought in the 8's. I am very pleased with the progress the company has made in the last 2 years, and feel that if company managment is forced to pay undue attention to the day to day concerns of the shareholder base, that avenue will be used against the company. I would not board an airplane flight if i felt the pilot needed my input to get us home safely.