InterDigital Inc (IDCC)

[Alley]

RE:Corpbuyers statement.


I realize there has been a good deal of contention over Corpbuyers recent concerns.
I think it is healthy for opposing views to be discussed. I have not evaluated or reviewed all of his posts ..... but in reading this post he is clear that it is not his intent to ''suggest there is cause and effect linkage of any of the above items.''

further he states.....
" if any of the above items seem incorrect in your opinion, then please let me know. "
" As always, these comments are all just my humble opinion and observations,".





I found nothing in Corps post that is incorrect.

I have personally been disturbed by the significant drop in my portfolio value resulting from the recent announcements from KOP. I have not as yet developed a cynical attitude causing me to believe that management has a hidden agenda. I believe they are either a bit arrogant or nieve when it comes to the timing and content of announcements and the proper consideration needed of public opinion.

On some occasions management has stepped to far out of the box in proclaiming anticipated developments and at other times they are too guarded sometimes seemingly evasive. They need to get this right. They need to share there vision in a way that gives investors confidence. Explain the disappointments of the moment
blended with a clear 'vision of the future looking into 2005
.
While these may appear insignificant nuances when compared to the 'big picture' they clearly effect shareholder performance. In a private company from qtr to qtr.the major stockholder can essentially do as he pleases....he is accountable to himself.
Unfortunately when you make the decision to take the publics money you are accountable to them as well.

I believe the bad news may be behind us....it appears that many have already made there short term decisions. It would be nice to walk away from the CC feeling like they got it right....and finding out....that they did in fact 'get it right.' In any case...I think a lot of selling has been flushed out.....we will see....

AS ALWAYS YOUR THOUGHTS AND COMMENTS ARE APPRECIATED. ALLEY