Saturday, July 31, 2010 1:15:08 PM
LG is not priced in. There is not a great deal of downside risk right now. I just don't see significant upside until a big boy signs or resigns. I do expect IDCC to bounce around in the 20s, moving with the overall market, until there is significant news.
I am very comfortable with IDCCs long term prospects and the risk/reward at current prices. However if I was looking for an entry point to buy IDCC, I would be waiting for the 24s as I don't see any big news coming anytime soon.
You are not in the ostrich camp because you are aware of the LG situation and have factored it in to your analysis. That is far different than those who decry any mention of it and think it is a non-issue.
Thanks for your post - my posts did not properly point out that while I believe the upside is limited waiting for visibility going forward, I also believe the downside is limited due to the massive cash balance and healthy revenue stream from ongoing licensees, even excluding LG after 2010.
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