InterDigital Inc (IDCC)

[The Count]

Thanks Postyle for posting those comments

I desperately needed to find a ray of hope in today's events. You do a great job of bringing relevant information to this board while staying above the food fights. I appreciate your contributions.

Jim Malackowski, founder of Ocean Tomo, on CNBC just now said the following (italics mine):
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"The focus is now doubled. The focus is now not only on the patents that companies own ...also the cross-licensing arrangements in place...

We look at it as a 3-legged stool. You need to have the handsets, you need to have the operating system, and you need to have the wireless protocol. The deal today was a focus on handsets and operating systems. The wireless protocol was a deal focus of the Nortel portfolio a few weeks ago. So look to see who fills in that third piece of the puzzle for either Google or others in the market...

InterDigital is a company that we have been talking about with our clients for some time because we believe that their wireless protocols are very strong... Most people don't have the three-dimensional perspective... they are looking at the operating system and the handset and they are not focused on the fact that the wireless protocol is a critical piece of the puzzle. We think it (IDCC) is still an important asset...

I don't think today's action was the end of the story --I think there is other M&A activity to come. We're a big believer in the InterDigital Portfolio...

I can tell you it's (IDCC) a third leg in the triangle, I think Google would benefit from an acquisition (of IDCC) but there are others in the space that are going to be looking at it -- obviously -- as reflected in the recent run up (of IDCC's stock price). "