InterDigital Inc (IDCC)

[jai]

I think the line is drawn between analysts who beleive deals will come and analysts who are doubting deals will come until a Nokia resolution takes place. News today, tommorrow or the day after does not matter in the long run.

Last 2 analysts who came on board from Piper and Wells fargo were very conservative. Walkley basically doubted any major deals would ge done until Nokia is resolved. I beleive unless coverage is an outright sell any coverage is good coverage. The fact that the number of firms covering IDCC keeps growing is a major plus, more firms, more eyeballs.

This does not excuse Howard and Uncle Billy from getting things done. The "economic discussions" will have a time frame. These analysts do not want to waste their time with empty promises. I'd hate to see dropped coverage because of no activity. These guys have been burned twice by IDCC so if they get burned again it is goodbye IDCC.

It is very frustrating day in and day out following this company and seeing no business progress. One license this year with Sierra Wireless is not cutting it. I do not want to see them cave but I wish they would be more creative and get some small things done (Novatel?).