Bill N. definitely got through to them....they took quick action and lifted the poison pill. They got the deal done with Casio Hitachi, and they publicly stated that they had "deals" (plural) ready to be announced (this was just the first one).
Despite what others believe, it is my belief that they can't buy back when they are possession of material information (for example, this Casio Hitachi deal they just signed). IMO, they won't be able to buy back until the other deals they have pending (that are virtually signed sealed and delivered) have been announced. I think that is why they downplayed the buyback...and why they didn't buy back last quarter.
The company now has ~$12/share in cash, and they will have ~$16 - $17 in cash by year end. They will have earnings in 2010 in excess of $3.50 per share (perhaps in excess of $4/share) without getting any new licenses (yet we know new licenses are on the horizon). They have a patent portfolio for 4G that is conservatively worth more than $2 Billion...and yet the stock languishes below $30. I am buying all I can and I am telling all my friends. It's rare that you see this type of situation when you can buy an $80 stock for $28.
JMHO,
NJ
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