Replies to post #18477 on Qualcomm Inc (QCOM)

[richbloem]

Captainlogs, there are really no parallels between Q and IDCC. Except they both have a patent porfolio and licensees. IDCC was not called a mini QCOM, they were called a Baby Qcom by one anlayst. QCOM's business model and product line is much different than IDCC's. IDCC is not a pioneer of anything. They may have convinced some licensees to sign up for their patents, but there is still a question mark in the minds of the industry in terms of the importance or the legitimacy of their patents. Their patents have never been tested in a court of law except for the Motorola/IDCC trial which IDCC lost. In terms of relative stock price it is not even close. That said, you can still make money on IDCC or lose money. The problem I have with IDCC (although they have had a nice run this year) is that there is a large portion of their income base that is finite. Some at the end of 2006. They have not signed up any of the big boys for 3G and that is a worrisome thing for the future growth of the stock. 2G is history or soon will be. The street values companies on the future--not on the past.

P.S.-- I see that you think that IDCC has more WCDMA patents then anybody else. That kind of tells me that you don't understand this business or have been drinking the cool-aid.

[flwright64]

The bottom of your posts constitutes spam.

I'm making an issue out of it per your terms of service.

Medium blue line at the bottom of the screen, "Report TOS Violation".

I hope others do the same.

[JeffreyHF]

Thanks, Captainslog, for the trip down memory lane.IDCC has been on a tear lately. It`s at a new multi-year high. In fact it went up another $.90 yesterday. That`s about $46 mil in market cap. Impressive. Since I hold IDCC long, that certainly makes me smile. My QCOM shares, held at a low single digit average price, have conversely been in the dumps. There is a disconnect between the stock (QCOM)and the business (QUALCOMM) at the moment,as there has been at various times in the past. But even QCOM, while artificially depressed, has an occasional up day. In fact, it went up $.48 yesterday. adding $792 mil to its market cap. Lackluster day, but the stock bounced a little.
The problem I have with the cross-border flame toss of yours of yesterday, is emblematic of what turns most intelligent people away from getting involved with IDCC. It was difficult to take IDCC seriously back in the 90`s, because of precisely the same sort of inane, delusional, chest thumping represented by your instigation over here. That was Punkin`s angle on the old AOL QCOM Board (wnich he has carried forward to this board), as well. It`s one thing to be a Dittohead to mschere and Rev. Bill on the IDCC Board. That`s your prerogative. You`ll find a lot of kindred souls, with reasoning and opinions as sophisticated and informed as yours over there. But raiding the QCOM Board to annoy and provoke with the "IDCC rules, QCOM is in agonal breathing" dogma won`t be tolerated in the modern age.
We don`t suffer fools well over here. But thanks for the memories.