InterDigital Inc (IDCC)

[The Count]

If IDCC doesn't get $10B

it's because they didn't successfully execute their business model. Had they signed up 90% of the 3G market at rates similar to LG then their earnings would be $8 a share or more, and with vision into the future, the PE would likely be around QCOMs, so the share price would be $150-$200 based on fundamentals. That's why I invested in IDCC. I felt there was great value and even with mediocre execution, that $40 was a lock. It took far longer than I ever expected to reach $40. I do not have confidence in IDCC's management ability to execute their business model now. So I look forward to a sale and hope that it moves into triple digits, and I dream of it getting to the $200 level. My expectations are much lower, but I am hopeful that there are two cash rich factions that really want IDCC.