Replies to post #25225 on InterDigital Inc (IDCC)

[teecee]

just so you know ...oso sold all his shares yesterday...did you get a heads up from the rest of the "RAT PACK"...if i was the sec...i would subpeona the trading records of everyone involed w/ ross richardson

[mickeybritt]

osoesq

I consider you a friend but I totally disagree with you. I think IDCC has the leverage they need to get the money from everyone and damn soon. I regret to see you making such negative post, but you have to do what you believe is right. I think if I was you I would be getting long instead of believing Nokia and all will challenge IDCC, as the prepayment time frame has got be coming to a end soon for 2003, and that will be over 20 million so how much will Nokia save by going to arbitration, remember they signed a agreement to pay in 1998 commencing in Jan 01, 2002 and now you say they will not pay, cut me some slack.

Mickey

[0nceinalifetime]

Osoesq, that's a pretty good post but I think you are being a little hard on management for the simple reason that they have to work with the IPR they are given. In other words, I do not believe IDCC's intellectual property is as strong or as valuable as it is often presented and for that reason any value that can be extracted from it is added value.

It's actually something I think the current management is quite good at. Does that mean IDCC will someday be worth a mint? Of course not, they can only do so much with what they have. Contrary to what seems to be the prevailing opinion around here, IDCC did not invent the cell-phone and all the popular standards. The fact that they contributed to the standards bodies means little, those are non-paying positions and the standards bodies have very little real authority or any enforcement ability.

So management has done a reasonably good job of extracting what value they could from IDCC's patents but they don't deserve to be given the entire company for doing their job. They are already compensated adequately. If the extra options are approved and then the stock stagnates a number of years in the teens or (heaven forbid) in the single digits, how will you feel about having granted all those options away?

Once