InterDigital Inc (IDCC)

[Danny Detail]

The Count .. My apologies for dwelling on the negative, but it just seems that everyone is popping the champagne and I don't see the same good news, so maybe someone can address my concerns above and let us curmudgeons get hyped up too.

For me it is all about changing WS's perception. On WS perception IS reality more often than not. WM has been a true change agent regarding perception since the day he took over. In spite of all of the clearly correct board attorney opinions here it is difficult to change WS's deeply ingrained perception of NOK as a winner and IDCC as a loser. Not sure even this will do it, but IMO it is a very significant step in that direction .. perhaps of watershed magnitude for the stock price, analyst coverage, and institutional acceptance/ownership even though those on this board who follow the company 24/7 may feel that it falls well short of a watershed event for the future 3G business of the company. I submit to you that if NOK had not filed for arbitration after ERICY settled, then that would have been a watershed event for WS. No reason it can't be one a couple years removed, particularly if SAM falls in line.

It is also funny how a rapidly rising stock price can bring business success all on its own, which results in further price improvement which leads to more business success, etc. Happens more often than you may realize.


MO,
Danny