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Re: TFWG post# 69124

Monday, 05/10/2004 12:31:10 PM

Monday, May 10, 2004 12:31:10 PM

Post# of 432703
tfwg, I guess it is just lack of interest in IDCC coupled with a really bad market. No matter how Howard says what he wants to say (whether in a safe way or not), fundamentals will have to catch up at some point. We do have fundamentals, but why are we still here.....the best answer is the confidence that the investors have in the "general lack of interest"....I guess they are too confident that they can get in at a cheaper rate or they can easily catch the train when it starts moving (they are not worried that they will miss the train....past is sometimes a difficult thing to erase).
Sometimes I think the potential NOK license is actually killing us. We would have been in a better position if the NOK license issue is not there on the screen anywhere (if it is not there, then investors cannot take the excuse of NOK not signing to beat the stock). We would have definitely had better multiples for our revenues.

Good Luck All!

-vg_future
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