InterDigital Inc (IDCC)

[jai]

Time for Fagan to STEP UP.

Looking at SWIR take off, up almost $5 a share today and RIMM up over $8 a share past $104 it makes me wonder why Fagan can't give range projections on the value of these licenses. Is he lazy?

We have just had 3 licenses with major data device manufactures who are all doing well. We know the terms of these licenses. Why can't a numeric range be put on revenue that will be generated from these companies in the next year?

I look at SIRI and its $4.3 Billion dollar market cap and $12 mil yearly revenue and think maybe we can project some value into this company by getting investors to beleive we will have a solid revenue stream.

FROM SIRI 10K

"Total Revenue. Total revenue increased $12,067 to $12,872 for the year ended December 31, 2003 from $805 for the year ended December 31, 2002."

Fagan has to do a better job at numbers projections. The "if I don't say anything I can't be wrong" attitude is not good for this stock price. I like to see him be better prepared at the next CC and start acting like a real CFO, you know the ones who actually guide analysts instead of having analyst guide them. This whole "I read what you read" crap when asked about handset sales is getting old. I know we are up today but why is it wall street can see potential in IDCCS license base and not in IDCC?