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Re: linedrivehitter post# 123501

Wednesday, 08/17/2005 12:40:31 PM

Wednesday, August 17, 2005 12:40:31 PM

Post# of 432679
linedrive.....I can vouch for you as you have been around about the same time as I have and I remember people asking you if you were delivering any pizzas to QCOM...I think you feel the same frustration and pessimism that many here have developed. The longs have held pretty strong thru all the years of saying and thinking "this will be our defining year, after this result we will have our proof, next year at this time we will be rolling along, this will validate our IPR" the latest of which was the Nokia arbitration. Everyone including me thought that would be the defining moment, yet we are still waiting and who knows how long it may drag out. I thought our defiining moment was going to be that watershed event of ERICY...see how that panned out. I am not being negative I just think some people forget that long term holders have really been tested and sometimes its natural to question the investment. This doesn't make anyone SHORT or anti IDCC its just reality at this point. Its good to see nieves post all the positive news of our competitors and "so-called" licensee's (read Nokia) everyday but after awhile I get a little frustrated not seeing any positive announcements from K of P. You have to think that MErritt was 99.99% sure of new licensees or upgrades in 3Q or he wouldn't have made the comment....if he misses that again (I think it was 4Q2004 when that happened)we will have problems. The street has to regain trust that IDCC can get it done, burned too many times and they will move on....



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