InterDigital Inc (IDCC)

[j70k]

Since the board is slow and I believe that the ultimate value of IDCC will be determined by its worth to another company,where is our best fit or who needs us the most? I don't have a technical background, but it seems that IDCC has a headstart on the industry regarding 3g technology and has patents in many of the areas of interest to China etc.With this wide array of technology, it seems that no matter which way the world goes, IDCC has patented IPR that should be able to be monetized.With a low number of outstanding shares,a $3 billion investment by another player should be a no brainer and I would think that the wireless community knows very well what IDCC has.ERIC,NOK,LU and now SAMSUNG have lost to IDCC in areas that are not IDCC's strong suit.Wall street wants to value IDCC on earning streams, but in my opinion is missing the true value that IDCC will ultimately bring and that is the VALUE of its total ipr package to a major player in wireless.My first reaction is that Sam is way behind in R&D and could use our ipr to cross license,and rather than pay 2g monies along with a 3g license, why not make an offer? Qcom seems to be lacking the same punch they had in cdma and is having a difficult time commanding the same margins in 3g-would IDCC's ipr compliment their own and give them new clout? Maybe a newcomer like MSFT,DELL, or CSCO would benefit from controlling our patents?Anyway,it's going to happen some day and I would expect sooner rather than later with our stock in the mid 30's-let the bidding begin.Let's hear some thoughts on who would be most logical to make a bid.