Replies to post #412123 on InterDigital Inc (IDCC)

[ddutta]

Mickey, the fundamentals are great.

But, IMHO, this constant resilient move with,

1. No insider sales

2. No effect of downgrade

3. Bond price trading at $121.50 for $100 face value bond

4. Very impressive presentation on analyst day (I recommend everyone listen to the 2 hour webcast)

is because a bid is probably in the works.

Most likely Intel, who bought about 9% of our patents for $375 million.

This is all JMVHO.