InterDigital Inc (IDCC)

[NukeJohn]

Whether it's tens of millions or hundreds of millions...it's still all gravy. The market is not factoring in any M2M licensing revenue (or the PE wouldn't be 8).

Based on comments from the recent CC's, the NPV of LTE licenses is 900 Million per .1%. If IDCC only gets 1% (and I think they'll go for 2% and get at least 1.5%), then the market cap should be $9 Billion right now (yet it is only $1.3 Billion).

This does not even include the licensing revenue that will come from operators like AT&T or Verizon when they start licensing IDCC's technologies to improve signal reception like the Fuzzy Cell technologies.

I don't think the shorts can even comprehend how hard it will be to cover when Nokia signs.

JMHO,

NJ