InterDigital Inc (IDCC)

[jai]

I don't know what everyones expectations are but I know what mine are. A solid cohesive revenue and profit forcast without Nokia and Samsung numbers.

The biggest positive I took out of last Mondays conference call was the revenue projections and the down play of the Nokia/Samsung numbers. In fact all dollar references to Nokia/Sam have been removed from this years (2003) annual report. They were dominant in last years (2002) report.

The January presentation was also heavily focused on Nokia numbers. With two major selloffs tied to the Nokia arbitration I beleive that what IDCC is moving in a correct direction by down playing Nokia and focusing on the current and future business events.

So my expectation of today's presentation is a greater focus on 3G highlighting the success of NEC and SHARP. Also the growing repetitive royalty stream with Ericsson, RIMM and HTC.
New avenues and products that will generate future revenues. On going discussions with potential licencees. Lastly the ability to grow year over year profits and revenues this year leading into the resolution of Nokia next year.

Nice neat pretty picture. Just what wall street wants.