InterDigital Inc (IDCC)

[techinvester]

I agree Goodbuddy, a little dated but here is some back-up I posted previously why Intel needed help. Old post why Intel needs help. I am hoping the recent Intel patent sale is only phase 1 of multiple phases with IDCC or a predecessor to a bid for all patents. (Wishful thinking)

I like several recent developments that I am hopeful will bring IDCC and their fair market value to a head; Heightened patent litigation between Apple vs. Google et. al. (would like to see Jobs last breath quote come true with IDCC purchase by either party(ies)), Patent sales by IDCC leading to sense of urgency to buy IDCC, Possible high roller entrant into cellular market such as Amazon, etc., Judge seeing the big picture in Delaware action between IDCC and Huawei, etc..

While I grow more positive that “all wireless handset manufacturers will eventually be required to pay IDCC royalties”, there are some concerns as well such as; Elimination of import bans, “Un-fair” FRAND rates, etc.. I also grow older same as everyone else here. After 12 fairly patient years, I plan to rebalance my portfolio in 12-15 months greatly reducing my IDCC holdings. I cannot see the market for IDCC being more positive further out in the future than it “appears” to be for the next 12-15 months regardless of my technical beliefs in IDCC.

I welcome feedback why the future beyond the next 12-15 months would be brighter for IDCC. Both CAFC actions “should” be known, LTE is here now, growing already and “should” be licensed/factored in by October 2013. Following link shows unit sales for LTE approaching 150 – 200M units in 2013.
files.shareholder.com/downloads/IDCC/1684874725x0x579151/edf4a718-5d90-4191-9994-dd46a3058504/Nasdaq%20June%202012.pdf
JMHO Tech