Replies to post #45023 on InterDigital Inc (IDCC)

[F6]

Count -- you're doing just fine (eom)

[F6]

Count -- I probably should clarify just a bit -- even though I'm not following along with your reasoning exactly, your common sense is leading you toward the correct conclusion imo (for my reasoning, see my posts these last few days to loop and rmarchma and my posts to Data today)

[randomwalk]

Well said. I don't think Nokia can call a 'do over' either. Seems to me they had plenty of time to force their own rate trigger. By deferring to ERICY they took a risk.

The intent of NOK was to license. I assume they conducted some due diligence before the ink was dry. I guess the fact they forked over 50 mil for engineering services to a company with sucky IPR is good business as well. I think NOK may need some hormone stabilization therapy or prozac perhaps.

Don't think I'm getting chummy with IDCC management. I still think they need a course on emotional intelligence and behavioral science. Putting their balls on the chopping block while Nokia held the axe is not a way to build shareholder value. Further, paying 11 mil for withering tech may prove to be unwise. The future is 3G, .16, .20 and VoIP NOT .11. Ask Intersil and Cisco.

Rand