Saturday, November 22, 2003 2:06:29 PM
I have to disagree with you here. I'm here for the home run just like many other people. I put IDCC's valuation potential at between $100 and $200 a share. That is a hefty target and some 500% to 1000% percent above the current levels.
Now you say how do I come out with these "pie in the sky numbers"?
Right now QCOM and IDCC are basically selling for 10x revenues.
QCOM Revenue (ttm): 3.97B Market Cap: 35.14B
IDCC Revenue (ttm): 87.90M Market Cap: 1.13B
So in order for my low end target of $100 a share to hit IDCC would have to do about $125 million a quarter.
That would be $500 million a year and 10x revs would be a $5 billion market cap.
5x$20 = $100 a share.
Right now we are at $26 million per quarter.
NOK/SAM 2G would be another $25 million per quarter.
The remaining $75 million needs to come from the following events.
NOK 3G
SAM 3G
LG 3G
ERICSSON 3G
LU 3G
NT 3G
FUTJISU 3G
PANASONIC 3G
IFX CHIPS 3G
MOT 3G
NEC 3G INCREASING
So in my opinion I'm still looking and expecting $100 a share, I'm just not expecting it next week.
Now you say how do I come out with these "pie in the sky numbers"?
Right now QCOM and IDCC are basically selling for 10x revenues.
QCOM Revenue (ttm): 3.97B Market Cap: 35.14B
IDCC Revenue (ttm): 87.90M Market Cap: 1.13B
So in order for my low end target of $100 a share to hit IDCC would have to do about $125 million a quarter.
That would be $500 million a year and 10x revs would be a $5 billion market cap.
5x$20 = $100 a share.
Right now we are at $26 million per quarter.
NOK/SAM 2G would be another $25 million per quarter.
The remaining $75 million needs to come from the following events.
NOK 3G
SAM 3G
LG 3G
ERICSSON 3G
LU 3G
NT 3G
FUTJISU 3G
PANASONIC 3G
IFX CHIPS 3G
MOT 3G
NEC 3G INCREASING
So in my opinion I'm still looking and expecting $100 a share, I'm just not expecting it next week.
Recent IDCC News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:05:41 PM
- At 6G@UT Forum, InterDigital to Demonstrate AI-enabled Teleoperation and Energy Efficient Edge Intelligence • GlobeNewswire Inc. • 04/06/2026 08:00:00 AM
- InterDigital signs license agreement with Buffalo Americas; adds new DTV agreements • GlobeNewswire Inc. • 04/02/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:29:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:27:43 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 10:26:12 AM
- InterDigital awarded injunction against Transsion • GlobeNewswire Inc. • 04/01/2026 12:30:00 PM
- InterDigital Declares Regular Quarterly Cash Dividend • GlobeNewswire Inc. • 03/24/2026 08:30:00 PM
- Agentic AI Will Make Uplink the Next Mobile Bottleneck • GlobeNewswire Inc. • 03/18/2026 08:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/17/2026 09:23:51 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/17/2026 09:23:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/17/2026 09:22:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/17/2026 08:18:58 PM
- InterDigital to Showcase Breakthrough in Energy-Efficient Video Streaming at DVB World • GlobeNewswire Inc. • 03/12/2026 08:00:00 AM
- Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600 • PR Newswire (US) • 03/06/2026 11:39:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2026 01:42:50 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2026 09:01:19 PM
- The Consolidation Wave Reshaping Telecom Isn't About Towers; It's About Trust • AllPennyStocks.com • 03/04/2026 01:03:18 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 02:15:58 PM
- InterDigital and Türk Telekom Achieve World’s First Collaborative Cellular and Wi-Fi Sensing Using Preliminary 6G Architecture • GlobeNewswire Inc. • 02/23/2026 09:00:00 AM
- At MWC 2026, InterDigital to Showcase New Services and Immersive Experiences Underpinned by Wireless and AI • GlobeNewswire Inc. • 02/23/2026 09:00:00 AM
- InterDigital Names Samir Ferdi as 2026 Inventor of the Year • GlobeNewswire Inc. • 02/19/2026 09:30:00 PM
- InterDigital renews license agreement with Sony • GlobeNewswire Inc. • 02/17/2026 11:30:00 AM
- InterDigital awarded fifth injunction against Disney • GlobeNewswire Inc. • 02/13/2026 08:30:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/12/2026 01:30:09 PM
