Art, I LOVE this stock and am very, very, long in it for about 5 years. As for your comment "tried to kill this stock ..with..stock options", that is the only concern I have about my investment in IDCC, because it sends the wrong message to management to continue increasing ISO year after year and frankly, I think it motivates management to delay completing licenses and finally driving the share price.
After we approved a generous 10M share ISO plan in 2000, we soon increased it by 2M shares in 2002, plus another 2M shares "not approved by shareholders". Now, just 1 year after the last increase, management is requesting still another 5M shares.
Given the total compensation package already in place and the dilution we already have swallowed, I am ready to vote NO more ISO, and send the clear message to management that it is now time to drive the share price, to complete 3G deals, and not to work to increase the number of shares they control.
So, just to be clear, I LOVE this stock and have been accumulating IDCC for about the past five years. The ISO issue is a fundamental core issue to me.
I sincerely beleive that stopping the ISO gravy train will put management, the company, and us shareholders on a much better course and all aligned to drive the share price higher.
As to other subjects I have commented on recently:
* I am opposed to the FASB proposal to expense ISO;
* I am in favor of keeping the ISO accounting the way it is now, but with improved disclosure and clarity as to who is getting ISO, when, and why.
These are my positions, open to discussion and debate. I intend to digest DD's perspective on expensing stock options more fully. Perhaps I will change my view on the ISO expensing issue.
Please understand that I LOVE this company and I am very long in IDCC. I care about making the company better and increasing shareholder value; I am opposed to 5M more ISO for employees at this time. I will vote "NO" on Proposition 2 this year.
All the best to you,
Corp_Buyer
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