InterDigital Inc (IDCC)

[Desert dweller]

The AGE OLD QUESTION should finally be answered this week or at least in the very near future:

IDIOTS OR GENIUS, WHICH ARE IDCC INVESTORS?

I am hoping this is one of those rare opportunities that goes totally against the saying that when something seems to good to be true it probably is. We can and probably have all projected out the numbers for IDCC's potential revenue over the years and decades and told family and friends of how good this company can be. Only to have the court system hold it back for one reason or other, a terrible decision here, a blatantly wrong one there and before you know it, you are over 5 years into binding arbitration. The Sammy agreement will let us know whether or not IDCC has the REAL POTENTIAL to be what we have been dreaming about.

As you said, IDCC will not say it is $1/phone but like the LG agreement, I have no doubt the agreement will be so big that they will have to tell us how much it is worth, unless Sammy is taking a % of unit cost to determine the amount of royalties owed. In that case IDCC will still have to tell us the dollar amount that Sammy is paying up front since the amount will be material and then we can guesstimate what it is worth based on the public filings so far. Ronny has been excellent at his analysis over the years and I am sure he will do his best again this time around.

This should be the week (or next) that really does show us where we stand. Will it be the start of a long uptrend or a time when long term stockholders get out because they have finally lost faith. I would think this will be the turning point for many of us. Good luck all and hopefully it turns out that we are the geniuses we have been hoping we are.

Message In Reply To:
DD, great post!

The main issue however is transparency, we will likely not get any forward looking estimation except if Samsung applies for a lump sum payment. If Samsung chooses a per phone rate we won't know a lot more than now. Obviously, IDCC won't say it's '$1/phone' in the 8K.