InterDigital Inc (IDCC)

[jai]

I think next quarter is the key for IDCC's price to stabilize.

Without a new license it may be tough to match this quarters $31 to $32 million in revenue. If we get a panasonic revenue stream via the JPO or the IPX chip revenue is projected to be substantial ($1+ million per quarter) that might do the trick.

Basically I figure we have about 7 months(October) to sweat out before Nokia arbitrage money comes flowing back in. What I'd really love to see is a full court press on LG. IMO, Motorola won't happen till after Nokia, Samsung we know will follow Nokia lead, Ericsson is already paying and will want to wait for others to pay before they anti up more dollars so the only big player not sending IDCC one red cent is LG.

I'll take a Novatel or Palmone deal but I'd be dancing if LG got signed within the next 3 months. That would absolutely cause price support all the way until Jan.