InterDigital Inc (IDCC)

[Alley]

SOME THOUGHTS.......
I am somewhat puzzled at some of the nervousness on the board. We are in the early stages of discovery. If our price had jumped to 40 over night I would have had some concerns as shorts might have an opportunity to put some real pressure on the stock. That is ofcourse AFTER having received a thrashing.
This steady accumulation with some pauses is IMHO very positive. Each step along the way our investors will gain greater confidence in our ability to appreciate. This past week on a horrible day in the market our move up was quite impressive. Don't forget that.
When we had our initial surge [AT SETTLEMENT].we pulled back 2 points from 19.99 to 18.I was all over the 18, s and bought today in the 22.s. I will not be concerned about any pull backs until their is a strong FUNDAMENTAL reason to be concerned. Can anyone please identify any FUNDAMENTAL reason why IDCC should stay below 22 for any sustained period of time. There will be people like AMs who will see what they perceive as weakness, identify it ... sell into it...then solicit acceptance from members of the board for their wisdom. Their will be others with devious personal agendas who will attempt to exploit a weak moment in order to create a sense of doubt in some investors with the hope that they might sell thus strengthening a short position.

The facts are the facts....this is the beginning....NOT THE END.

Excerpt from my post: 3/17/2003
SCOT ROBERTSON...., ANALYST, INVESTEC
" It's going to be nice to see that I can finally take my sensitivity analysis and
actually put it into the model. "

AND IN ADDITION TO THAT ...........
In the next 12 months we will report revenues of conceivably 360-430 million
[WITHOUT considering any new licensees and business partners]
Let's see how will that compare to a year ago...

RICH FAGAN, INTERDIGITAL COMMUNICATIONS, CFO:
"If you take ..., the potential, aggregate cash flow from Ericsson, Sony-Ericsson, Nokia and Samsung in the next twelve months could be 360-430 million dollars WITH ADDITIONAL UPSIDE. Those are impressive numbers



PLUS
IDCC WILL HAVE $9 to $10 in cash a share

TOM CARPENTER to RICH FAGAN
''Rich, based on your current cash position...... [with this settlement--WITHOUT considering any new licensees and business partners idcc will have ] idcc will have nine or ten dollars a share in cash. Is that correct?''
RICH FAGAN ''Tom, I won't disagree with you there.''
http://www.investorshub.com/boards/read_msg.asp?message_id=848232

ABOUT THE RECENT TRADING ACTIVITY

The initial 6 point pop at the announcement was nothing more than an arrow pointing in the direction we are headed. The institutions are not going to bid themselves any higher than they have to...they will take a breather, they will wait for pull backs and they will reappear. New analyst coverage will create new activity, new institutional investors will appear. Many of the weak hands moved aside during the last year.

There will be lulls that may make you anxious...keep the facts in front of you....we are not trading with a cloud over our head. Zacks didn't put a buy rating out because they think it's time to sell.
The twenties should be relatively easy sailing....but please expect a little consolidation before moving a head. Be prepared for swings in price of a dollar and as much as five in any given day. Short squeezes which are inevitable will push the stock up just as short pressure in the past has kept it down.....and the shorts will not give up without a fight.....poor souls.


SOME NOTE:
We broke our first line of resistance at 21.65 on 3/24 6 trading days after the settlement

Posted: 3/24/2003 1:15:40 PM
resistance...BROKEN EOM
http://www.investorshub.com/boards/read_msg.asp?message_id=865912


check out the price swing
Date------------Open----------High-------------Low ----------Close--------- Volume
3/24-----------19.35 ---------22.20-----------19.26 ---------21.86--------- 3,129,000

$4.88 spread in price FROM INTRADAY LOW OF19.26 ON 3/24
TO A INTRADAY HIGH OF 24.14...TODAY 3/26
a little pullback was in order.... 25 looks like Friday or Monday


Excerpt from my post :3/24
THE MARKET + IDCC
For the moment it's not about the market ... It's about the IDCC story. The large short position, the small float, the loyal longs {not selling},21.65 resistance broken
next slow down 25. Enjoy the ride. Today says a lot.....IMPRESSIVE Alley

YOU DON'T GET MANY OF THESE IN A LIFETIME............
http://www.investorshub.com/boards/read_msg.asp?message_id=865932


Next line of minor resistance looks to be between 27 + 28--

That's without any announcements....a short squeeze can come at any time....and IMHO they will come....and they will be breathtaking. Enjoy the ride expect volatility.


Excerpt from my post: 3/17/2003
IMHO
In the days to come ... our stock will greatly appreciate. There will be many more impressive moves like we saw today. Some of those moves will be breath taking. This is the true beginning. The anticipation is over.
There MAY perhaps be some gaps to fill causing some gut wrenching volatlity,but I do not see that as an issue at this point. We have removed that clouds that have kept us on the ground.

Articles will be written, analysts will initiate buy ratings, brokers will step in, individual investors will buy....
http://www.investorshub.com/boards/read_msg.asp?message_id=848232

THINKING LONG AND SHORT TERM
If anyone can give me the symbol of a stock with this much clear upside and limited dowside both short and long term ,,,,I would greatly appreciate it. I will continue to add to my position in the twenties.



As always your comments and thoughts are appreciated. Alley












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