InterDigital Inc (IDCC)

[jai]

It sounds like we won't have to vote. If they make the appropriate changes to corporate governance then the pill will be removed or modified to the point where we get a say.

Let's hope the new COB wants deals and not more court cases. The carrot and the stick play with Nokia is clearly not working. The stick is too small to hurt Nokia. Time to make a deal. I think that Carpenter has been accurate for a long time. The per unit prices:

We believe InterDigital will receive between $0.35 to
$0.50 per phone from Nokia once the firms finalize a 3G agreement.

I don't think IDCC has been willing to accept these rates. My feeling is that they rolled the dice in the ITC and lost. Time to put the dice away and make the deal. I have been waiting 10+ years for the right Nokia deal. The market cap has not moved in the last 10 years. Time for the new COB to step up and say enough, make the deal move on sign new licenses and start building new revenue streams.

The shame is that the long term shareholders have been and continue to pay the price. Many sell out after years and years of hope and they won't be here if and when this deal is signed.

If IDCC won't settle then it is time to find a big brother or white knight who can take a percentage ownership in this company. (Apple anyone). Instead of outright selling to apple let them make an equity investment with a stake and then fight it out with Nokia, Sony/Ericsson and Motorola. Funny how SNE gets a 7 year free ride from litagation expenses.