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Re: revlis post# 5682

Saturday, 11/13/2010 7:14:36 PM

Saturday, November 13, 2010 7:14:36 PM

Post# of 28442
Thanks Revlis. This NEWS is a little misleading...ofcourse when it comes to IDCC, there is some NEWS service out there to screw it up for IDCC.
The piece that says Shares of InterDigital Inc., which provides technology for cell phones, slipped Friday after the company said it has lost a customer accounting for about 5 percent of its revenue in the fourth quarter

This is more a like an initiation fee...not an ongoing fee. The ongoing revenue might have been from the end products that would have been sold by BECEEM. Probably, no analyst has included that in their revenue model (MPartners certainly didn't). This NEWS bit certainly took the wind out of revenue guidance beating the consensus. I hope IDCC announces the dividend to cause short squeeze.

-vg_future

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