Replies to post #40526 on InterDigital Inc (IDCC)

[redbarn]

GE, I think your focus on IDCC is narrow. I'v been watching this co.for the past five years and I am amazed at the progress they have made. After the Motorolla setback they have made all the right moves: agressively building a powerful patent portfolio, making a 3g brain sale to Nokia and keeping ownership of the patents, getting accepted in the standards panels, increasing their revenues and earnings, etc.etc.Now I'll make you a side bet: One Dollar against a doughnut that the 2nd qtr. earnings are better than 20c

[ziploc_1]

GE JIM

First of all I want to thank you for your sensible and cerebral bearish tilt on Idcc. You have cleared up a lot of questions for me including why W.S. valued Idcc as less than I did until its recent run up and since the arbitration announcement. I now more fully understand that its not the essential patents you say you hold or even those you really hold but your ability to collect on them. However we're not talking about just patents at this point. We're talking about Ericy paying(even if less than we expected) and a signed contract with Nok that, if we have the guts to stick to our guns we have a very good chance to collect on. I'm not saying there's no risk but I think this is a "businessman's risk". And if you insist on using a Las Vegas analogy, Nok is trying to roll a ten as their point and Idcc is sitting on "don't pass".