InterDigital Inc (IDCC)

[Menander]

Jim..you observed I could be wrong but as long as this was going to happen I think the timing is perfect and sends me a message.

If this would have happened months ago everyone would have thought the arbitration was going sour. Now that the arbitration is complete and we are within weeks of hearing the decision it was a good time to make the change.

I find this analysis rather confused. You appear to be transposing arbitration with negotiation.

Since no one can possibly know how an arbitration board is leaning, there is no way anyone can come to the conclusion that "arbitration was going sour."

On the other hand one could come to that conclusion in the case of negotiation,only, since that is a matter between NOK and IDCC.

That being the case, then what you pose as a potential downside in replacing Mr. Campagna's hand-picked executives at this time is exactly the downside that has been created
How?

Because it is now widely circulated that the negotiations, not the arbitration were going badly.
So, this was the worst possible time to make this move.

Why?

* If, as alleged, HG did not properly handle NOK offers and other negotiation matters, then replacing him now is definitely a sign of weakness. It means we have a deep desire to settle. And...there is one question none of the pom pom cheerleaders have addressed, since they apparently have no experience with negotiations...IS A NOK OFFER STILL ON THE TABLE? NOK's statements say no, because they say there are no negotiations and no plans for any. So...how does IDCC get NOK back to the table without NOK lowering whatever they may have offered in the past?

* Because HG is Mr. Campagna's handmaiden and could not posssibly have conducted negotiations in a manner Mr. Campagna did not endorse, then Mr. Campagna is the chef who concocted this fine kettle of fish. And he must also start walking.

JMO