InterDigital Inc (IDCC)

[Michael Allard]

I really thought there would have been a buyout by now, and put my money where my mouth was a few times in the last few months and made a small amount of money selling puts.

I'm not as comfortable as some are here being long this stock, but its clear that IDCC has valuable patents as they have proven by earning money with them.

I also think it was a great move to consider the sale of their company and IP based on what the market was appearantly valuing them at.

However, I can't help but wonder IF the only two companies who really had no IP to protect themselves, Apple and Google, now have what they need, and therefore, the market premiuim on this IP has gone away.

I agree that IDCC has great IP, and they are monetizing it well. I just wonder of there is anyone out there now, who "needs" to own it, rather than licnse it.

I'm not suggesting there is no value, just not the hyped up value there appeared to be a few months back.