InterDigital Inc (IDCC): Count, agree with most of what you said,...

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Re: enyaw post# 327559

Friday, 07/29/2011 11:45:46 AM

Friday, July 29, 2011 11:45:46 AM

Count, agree with most of what you said, with the exception of the length of time. Nortel was going through bankruptcy which requires court hearings, etc besides the patent scrubs. IMHO the court process is what caused most of the time delay regarding Nortel. IDCC is a different animal. With seasoned pros running the show, unlocking the valuation of IDCC, we will be ok. Big bonuses will be tied to making a great deal for IDCC. The sooner the better for all concerned.

If the purchase of IDCC patent portfolio related to the offensive or defensive move concerning Android platform, then it needs to be done rather quickly to slow the momentum. AAPL and MSFT want to kill the leader (GOOG) now, then deal with each other later. The manufacturing companies using Android need to make decision to have licensee from AAPL, MSFT, NOK soon. If it is too expensive, they may abandon Android and join Window7 mobile.

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