Thursday, March 18, 2004 1:23:24 PM
It is all about numbers nothing more nothing less.
At $17+ down $10 a share it is hard to be positive.
But after 4 1/2 years of research and 10 years of heavy investing experiance my calcualtions say that $50.00 a share will happen.
I don't think that any shareholder beleives IDCC will lose this arbitration to Nokia. The ones that do sold or should sell.
So regardless of Panasonic, LG, Siemans, Motorola one needs to focus on a Nokia/Samsung win.
Let us say that this is a given that we win Nokia and get our rate. We start collecting from both Nokia and Sam and we get $25 million per quarter. I'll even throw in concessions of dollars owed and cut it in half.
My basic question is with Nokia resolved positively will we be over $27?
My answer is yes. Numbers will eventually drive this stock to its proper valuation.
In the mean time keep plenty of Alka Selzer on hand.
At $17+ down $10 a share it is hard to be positive.
But after 4 1/2 years of research and 10 years of heavy investing experiance my calcualtions say that $50.00 a share will happen.
I don't think that any shareholder beleives IDCC will lose this arbitration to Nokia. The ones that do sold or should sell.
So regardless of Panasonic, LG, Siemans, Motorola one needs to focus on a Nokia/Samsung win.
Let us say that this is a given that we win Nokia and get our rate. We start collecting from both Nokia and Sam and we get $25 million per quarter. I'll even throw in concessions of dollars owed and cut it in half.
My basic question is with Nokia resolved positively will we be over $27?
My answer is yes. Numbers will eventually drive this stock to its proper valuation.
In the mean time keep plenty of Alka Selzer on hand.
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