I don't think we should be concerned with EPS numbers or growth in expenses.
We need licensing and revenue streams. Cutting costs is easy. Getting revenue in the door is not.
If IDCC would have had $29 million in revenue and a break even quarter how do you think the market would have reacted?
I say spend what they need to spend now. Do whatever it takes to get as many signitures on contracts.
One day when our ducks are in a row someone very well make a buyout offer and that offer will be based on how much revenue is being generated. Say MSFT or INTEL wanted to buy IDCC because they wanted the patents and the revenue stream. They would just cut the SG&A down and move the R&D into their labs and the revenue becomes profitable.
Basically at this stage we need to either expect the company to grow revenue or expect the company to curtail expenses. I don't think it is fair to ask them to do both.
My vote is let them spend what they want and do whatever it takes to bring quality deals in the door.
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