I agree with your post for the most part. However, while the engineers have continued to produce massive gains for wireless with contributions to the standards, management has not kept abreast with the trends and the BOD has been woefully inefficient in providing guidance along the way. The company has needed a well connected CEO and COB for many years. They made the correct choice when they opted for TDMA over CDMA. They ended up with 80% of the wireless market. They were still dabbling in the manufacturing side and became the go to guys in the wireless data communications arena (B-CDMA) a bit early. They led the way in connectedness and mobility. The engineers were on to something big and the standards were a great target. It was at this time that our goodies needed the most protection. They already experienced the crushing Motorola case and should have moved to find a guy that would protect American inventors. They needed a guy that could pick up a phone and talk to any Congressman and Senator and even the POTUS. If it took giving away 20% of the company, it would have been well worth it. Instead, they allowed Nokia to play us like a base fiddle and use our managerial time when we needed it most. They bonused us out big time resulting in dilution which has been bought back over the years at high prices. i believe the company is at a serious fork in the road today. If they can make the right move, I believe we can make a nice return from here. The problem is what to do. The company clearly feels good about being included in the 5g standards. The shareholders feel the same. We want licenses and the company must make serious decisions. Is it wise to encumber the patents before the final standards are issued? Do we need a go to guy connected in DC running our company? We absolutely must stay away from fixed fee licensing in order to experience the massive growth of 5g/IOT. We need a guy who can stop the theft of Standards' IPR by DC and the courts of after the fact obviousness rulings. The company is worth a lot of money if the 5g patents remain unencumbered and attractive to the big manufacturers. The company is worth a lot of money if they have a large file of per unit licenses for 5g. The unknown is can present management produce under both directions or do we need the most interesting man in the world to take over at this time. If we somehow get a known stud in our stable, we may get more coverage in two weeks than we have in 40 years. "What is up with Mr. X and what would make him take over IDCC" would be resounding around the Street and the media. All he would have to say is "I believe this company possesses some of the most important technology in the world today". They would not have to remove any of the current players and Mr. X would certainly move the shareholder value needle.
MO
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