InterDigital Inc (IDCC)

[F6]

Joel -- imo, the utterly FATAL flaw in what you just said is that there is no company out there that could take over IDCC (at least none I can see) that, even with IDCC folded in, would have anywhere near the same market cap appreciation potential, over and above the market cap represented by the takeover price (which almost certainly would be no more than twice IDCC's market cap immediately before the takeover attempt goes public in ANY event, and very likely would be considerably below twice IDCC's market cap at that time), that a continuingly independent IDCC would continue to have had going forward -- put another way, there is no company out there that could take over IDCC (again, at least none I can see) that has the same ultimate market cap appreciation potential on its own, i.e. without a buyout of IDCC, as a continuingly independent IDCC has on its own

this will remain the case AT LEAST until IDCC is fully valued in the market AFTER (1) the NOK/Samsung/Sharp et al 2g issues have been resolved AND (2) all the big players have signed up for everything beyond 2G AND (3) enough additional time has passed for those events to have produced the top and bottom line results necessary for IDCC to have achieved the correpondingly appropriate market cap

there is no way around this -- any long who wants to see the full value of a matured IDCC must be prepared to hold the shares of a continuingly independent IDCC until the things set forth in the preceding paragraph have occurred, and must thus be absolutely opposed to ANY takeover of IDCC at ANY time in the interim -- we will NOT receive the full value of a matured IDCC by means of any takeover in that interim (including by continuing to hold the shares of the buyer following the takeover), and anyone who believes otherwise is, imo, simply mistaken