InterDigital Inc (IDCC)

[captainslog]

The expectation of any news and the lack of it will just disappoint. Do not think that news will come. I am not thinking it. It would be convenient if the deals that are coming can be announced by tomorrow. But, if managment is holding the line and not giving in, then deals may not be in the works.

3G is what we're after. 3G is just beginning to take off. The confidence level that consumers will buy into 3G services is high. Those that have gone out on a limb and invested heavily will win big: NEC seems to be a new leader in this regard.

But to expect at this early stage to get 3G license just because the ASM is tomorrow will disappoint and the stock will go down.

I want news. In absense of news I want information. I hope those who are at the ASM will ask the tough questions in public or get with the analysist who can ask the tough questions or get into private conversations with the company executivies to get the information that we all want to know more about.

All the best,

Captain