Replies to post #31923 on InterDigital Inc (IDCC)

[themaude]

Loop, Thank you, thank you, thank you. Well said.
Amen!!

[mschere]

Good post loop..IMO: Samsung 3G will be a more difficult negotiation for IDCC ....because I do not believe that IDCC will permit Samsung to not license narrow band cdma..in as much as it is included in all existing IDCC 3G licenses and it represents currently over 50% of Samsung sales.

[jimmylee]

Loop,

Well said, ....Again!!! Ronnie, you and Loop (along with mschere) are some of my "must read" posters.

Like Funny Cide, we're rounding the turn, heading for home. Don't leave now. (We need you to help us assure that IDCC doesn't come in 3rd.)

JL

[Petersimon]

Loop thank you. How's your Mom? Like you I take care of my mom too. Just got back from Stanford Hospital for her endoscopy. What a blessing to take care of that one person that brought you out into this world. I enjoy your post. Blessings to you.

Petersimon

[revlis]

loophole,

I am sorry I will not drop the dilution nonsense. There are those who like to know the true dilution of the options, not some inflated amount.


Jerry

[witchhollow]

Loop: Huh???????? You said:

"Ken posts that the IR purported to represent him which is as far from being accurate as it could possibly be. I am sure he believes that, but if it were the case, the entire IHUB board would have been asked to participate just as the RB board did with DannyD a few years back."

Loop, lets see....... Danny D. a representitive for the RB or IHUB Board in communication with IDCC. Jimlur a representitive for the RB or IHUB Board in communication with IDCC. In retrospect, those were the good old days!

In the past 30 days, we have had posters trying to discredit Jim and Danny on a personal basis on behalf of their vendetta against IDCC's management. That is where the line was crossed, barrister!! You probably know it, but can't disclose it due to the "oath" you have taken. That line was not drawn by me.

How about blueskywaves? How about teecee? How about Joel?? Why would they remain here on this board in the face of the crap that is slung their way? They are long and strong. Are you???

Loop, I am not mad or angry with regard to your recent posts regarding IDCC or even your personal bite towards me. I'm just disappointed as Hell. You have been vested in IDCC a litle longer than me which respectfully either makes you a bigger dumbass or a larger genius.

With that said, today, Jim Lurgio sent a message from "Genuisville" to this board. I hope you didn't miss it. If you did, please re-read his posts!

Ken

[revlis]

loophole,

You said:

"
Of course you include any option that is in the money.


Of course you are not aware that Ronnie included out of the money options in his dilution calculations.


Why would you include an option that was granted in 1994 in the dilution calculations for the period from 1999 to 2002? That does not make sense. Are you really concern about what took place in 1994? I want to know the true recent dilution.


Jerry

[Danny Detail]

Loop .. Good post .. However, while I too feel strongly that enough is enough, I think I am referring to a very different "enough." When I submitted my report to IDCC the stock was at $5/share. It is now $25. The institutional ownership was around 17% as I recall. It is now twice that. We had no sell-side analyst coverage and little hope that we would get any. We now have coverage by two excellent ones and considerable promise of more to come. The CC's were a joke, but unfortuantely a sick one. We have just come off our best CC ever. It seemed like every other post was pleading with management to "toot IDCC's horn." Can anyone objectively look at this year's annual report and suggest that they haven't finally done so? There was not one aspect of shareholder communications that deserved a grade above "D" when I wrote my report. Surely, even the most cynical among us would have to admit that there has been at least a one grade improvement across the board since then and in some cases two or more. IDCC had considerable momentum then, but it was clearly to the downside. Does anyone doubt that IDCC now has extensive and building positive momentum in many areas of the business, not the least of which is the financial results? I could go on, but that should suffice. I am certainly not suggesting that any of these changes came about as a result of my report. I'm sure it had little if anything to do with it. The dramatic change between what we observed then and what we see now is all a credit to an ever improving management team.

It was totally understandable that at the time of the report we were almost totally focused on management and critcized them in the most derogatory terms. It is not understandable or acceptable to me that the dissatisfaction with management by some continues to be expressed in the most insulting terms and that the we versus them attitude persists at the same level as then and in some cases to an even greater degree.

I was wrong about prop #2 and have so stated at least twice. It was defeated and it should have been. Can we end it there? Can we continue to critque management, pro and con, but solely for the purpose of making a buy, hold or sell decision rather than as the basis for some organized effort to make changes at IDCC? Enough is enough. If the answer is yes to the last two questions then I think there is no reason that this board can't return to its past level of excellence. If the answer is no then I feel strongly that some of us will either abandon the board or stick around and exchange personal insults. I'll be doing the former.

[mickeybritt]

Loophole

I may be wrong on what I heard, but today in my conversation with Guy Hicks, he made what I thought was a clear and prceise statement, that Samsung and Nokia was both licensed for 3G, and that the 3G payments would also retroactive to January 01 2002. Now I see where Mschere seems to think that the Samsung and Nokia 3G payments may go back even farther, but I will go with what Mr. Hicks said and look forward to the money from January 01 2002, and hopefully we will see a boatload of 2G money as well as a unexpectedly large amount of 3G money from both companies.

Mickey