InterDigital Inc (IDCC)

[TFWG]

I just cannot imagine how you came to that conclusion. IMO, IDCC is where we had hoped it would be two years ago. The work done here by the likes of mschere, Eneerg, Nieves, and others clearly demonstrates to me that IDCC is about to demonstate 1) Q2 was not a fluke, and 2) IDCC will be able to support next eps targets of $1.50 WITHOUT Nokia/Samsung. This is huge news.

Consider:
NEC sold 450K handsets through 9/30/03, that's big news.
NEC confirmed they will deliver 1.4M to 1.9M handsets in Q4, that's big news
NEC confirmed they will deliver the remaining 4M or so in early '04, that's big news too.

The aforementioned is only the begining. Wait until Sharp, E/S, and chips kick in. "04 is going to rock. Oh, and then their is Nokia/Samsung. Arbitration will bring them to the party too.
>>>>>>>>>>>>>>>>>>>>>>
Count, The big news is earnings. Recurring, 3G earnings. It's not a stretch to see the impact NEC alone is going to have on this stock in Q3. Why is this assumption so hard to believe by some many on this board?

"They may be exactly right, there may be big news coming any day."
>>>>>>>>>>>>>>>>>>>>>>

I don't understand why you would think my response even remotely suggested "sell."

Regards,

Bob