InterDigital Inc (IDCC)

[bulldzr]

Fish, again I agree the market as a whole has used the overreaction to the Libyan crisis as an excuse to have a sell off, but there is no way I can believe that a 3 penny revenue miss has caused this large of a pullback.

"---The perceived "miss" in earnings at 4-Q-2010 even though we had money that could have met/exceeded expectations"

The large investors are looking 3-4-6 months out, and the lower revenue guidance without LG is the major reason for the sell off. It is tied to the Nokia situation, because the market evidently believes that LG is withholding signing a license until IDCC gets the wraps on Nokia... and I hate to say it but who could blame them.

We don't know, but IDCC may have made representations to LG before the last agreement that Nokia would be put to bed, and they haven't come through.