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Friday, December 07, 2007 1:34:34 AM
Wm. Merritt stated that Infineon is the likely supplier for an Apple 3G baseband. ..In any event IDCC will collect $2 per Apple 3G sale at a minimum.
The obvious inference and intent of that statement was to give the impression that the entire thought was from Mr. Merritt. When asked where you heard it, you did not clarify that these were a quote and YOUR opinion as one would do if they wanted to be clearly understood.
So you believe that IDCC will collect $2 related to each Apple 3G sale? While I hope and wish it comes to pass, I don't see it happening. So if you really believe that, let's both send $10,000 to JimLur. At the end of 2009 we'll look at Apple sales and the revenue flow to IDCC from them. If it is $2 or more, congrats. I'll actually be thrilled to lose because it means that IDCC will be kicking ass and my portfolio will be at a multiple of today's value.
So if you believe, put up. If not, don't be so indignant when someone points out your irrational exuburance.
Frank
For those who support mschere, please let him respond for himself. I'm sure you'll agree that he is more than able to handle himself. And no need for anyone to voice their support for me on the board. Anyone who needs to respond please send a PM.
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