Replies to post #415465 on InterDigital Inc (IDCC)

[asr1]

too funny..street consensus $113 million...where did that come from..?bring it on down so we can have some cheap shares...

[jeffree]

re; "guided Q1 revenues below analyst estimates"...lol


Analyst estimates...LOL!!!

now...have we ever seen this Crap before...??!
yep...many many times...

IF anyone Believes that this stock has seen its Very Last ALL-Time High SP...well...

sell and be gone forever...


IF you believe that there are Many More ALL-Time Highs in the future...well..

you Know what to do...


I hope we get a decent dip...

before the CC...where I expect to hear about New Relationships with individual licensees...such as Huawei...


jmfo


...jk...

[FISH21049]

THIS SAYS IT ALL

For Q1, the company expects revenues to range from $91 million to $96 million. The Street consensus calls for revenues of $113.7 million.

hOW CAN ANYONE REASONABLY PREDICT INCOME AT THIS POINT WITHOUT ANY FACTS ON PREVIOUS LICENSING RATES?

Or is the street intentionally projecting more in order to push the share price down?

Maybe IDCC is too conservzative in their projections and are hoping to meet or beat earnings next quarter. It's a gamble if they do.

[loophole73]

Looks like the MM's are tearing through stop losses like a bulldog eating oatmeal. If management cannot quantify the new CA venture and Hillcrest acquisition, the Street may not be happy with the forecast of less than 400 million recurring revenues with the top three companies in the sector under license. Now is the time for WM to shine regarding future earnings. Continued multiples are on the line. I do not think the Street evaluates patent values anymore in determining multiples. Revenue is the name of the game. It looks like we have about 26 a share in cash with a potential 4 million share dilution. Good luck to all of us longs.

MO
loop