InterDigital Inc (IDCC)

[sonetirot]

It may be true Nok/Samsung valuation is not priced in. However stock is always Demand-Supply. If IDCC lost to nokia/Samsung arbitration, A lots of shares will be put up for sell for good without buying demand with bad news. Create temporary selling pressure. Price will drop (probably 25-30% hair cut). Evaluation of PE ratio will be reduced with concern and doubts of IDCC patents. I hope for the best outcome but not with margin money. I heard our good friend Mickeybritt lost out because of margin. I still bet on IDCC since I believe it is still good reward/risk ratio. With good news On Nokia, I will temporary go on margin at that time (even with much higher price). Then sell just enough to cover margin in about a week. Hopefully gain a few extra thousand shares.