InterDigital Inc (IDCC)

[GBR]

my thoughts exactly DR

to me it sounds like they are battening down the hatches for the fight....

agree 100%. In addition to IDCC's efforts to cut costs, the Ericsson suit against Samsung should be a clear sounding bell to anyone that a Samsung renewal is not going to be easy for IDCC, unless IDCC can somehow strike a deal with Samsung that involves the sale of patents.

.the company previously said they had a GOAL of $800M revenue....when was the last time you heard that?

before the restructuring and employee downsizing. Times have changed IMO, leaving the prospect of $800m recurring revenue more uncertain.

or they are preparing to sell off portions of the company

Agree. I believe that IDCC sees this as the preferred path for the benefit of shareholders. I believe as far as licensing goes, the industry is going to litigate with IDCC to the very end.

The continued industry pressure on the value of SEP licensing has been a big factor stalling IDCC's licensing efforts IMO.

jmo