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Re: blueskywaves post# 22617

Sunday, 05/04/2003 11:38:36 AM

Sunday, May 04, 2003 11:38:36 AM

Post# of 432883
Well, was going to let this go, but I wouldn't want to be accused of not reciprocating.
To your point { Sure, but my point is that I backed up my viewpoints with easily verifiable facts}

Your statement {RMBS needed to dilute nearly 100M+ shares to get to the $100M licensing revenue level. ARMHY needed to dilute 330M+ shares to get to the $200M-250M licensing revenue level. IDCC only needed to dilute, what, 60M-70M shares to get to the $200M licensing revenue level}

200mil in licensing revenue? When was this?

The FACT that this company has a track record of going to arbitration to get their licenses signed is well known. The FACT that they also HAVE BEEN getting pennies on the dollar during these processes doesn't lead me to believe somebody threw a switch somewhere and all is well now.

They are not collecting from Nokia or Samsung currently, so were is the 200 mil coming from ?
If you just jumped the gun or facts, and meant expectation of collection in your comparison to RMBS than again reread by post to you regarding this, which you didn't respond to . Better yet let me get it for you.

{2003 to date Lost the Sharp contract. Nokia may or may not go to arbitration. Samsung may or may not go to arbitration. Company requests 5 mil more based on these unknown events. I think we should wait to see what we get, when we get it, and how much goes to the bottom line before we justify the new options in question}

Waiting before rewarding being the key point.

Not going to compare this company against RMBS. Don't feel a need to as I have already explained. This company's productivity vs upper management compensation packages, not RMBS 's is my focus point.

Expectations and reality concerning this company had not exactly aligned well to date. They have already been paid very, very well, especially considering the pennies on the dollar returns. Let them put the money in the bank, then we'll talk.

Not all opinions are created equal. No,there not.



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