InterDigital Inc (IDCC)

[GE_Jim]

Danny,

Well what can I say, you surprised me. I have too much respect for you to think this is just a statement/view in haste regarding management. You are the closest thing we have to a diplomat of the street on this board and your statement is not taken likely.

FWIW, I don't feel this is high noon regarding management. In fact I have always viewed management as a weakness not strength. This next CC doesn't change anything for me regarding this. My expectations are not high regarding vision or for that matter for them to become world class management this time around, but I do think it's a little early for do or die time.

That being said, I don't have to be right or wrong. I will still be running tight stops and do have a quick trigger if needed. Taking profits and preservation is still part of investing to me and this process has served me well in the past, it also provides me time to reevaluate the company, or for that matter companies without worry of making a bad decision vs that old "I may miss out on something" cheer from the crowd.

You don't have to win every hand in poker to have a good night. Sometimes it's just better to sit out a hand or two. But it's too soon to call it a night.

Anyway just an opinion.