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jaykayjones

11/23/03 6:45 PM

#49656 RE: GE_Jim #49634

GE_Jim, I think that you would agree that your view is 20/20 hindsight.

"I really do feel the Ericy case had a less than reasonable conclusion."

I suspect that most on this board (both traders and LT holders), including me, agree with you. However, nobody on March 17 could have predicted with any certainty that IDCC would be where it is today. Yet, I don't feel mgmnt misled investors. However, now in hindsight, I do believe they should have - and I thought they had - forewarned NOK about their expectations. To hit a major customer with a big claim without a heads-up is foolish, IMO.

On March 17, how many traders shorted IDCC on the basis that NOK would not live up to its contractual obligations? JK


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JimLur

11/24/03 10:32 AM

#49712 RE: GE_Jim #49634

Ge_Jim

“What I post about this stock is what I feel about this stock. “

Me too so here goes.

I don’t think there’s a chart available to reflect what IMO was afforded on the last CC. The perfect opportunity arose due to the questioning. As we know FD really restricts the company but Merritt’s comments on new licensees was legal as legal could be and I think should be taken to the bank. I think most agree he seemed very certain he would fill his promise.

With only 25 market days left before year-end and the only downside risk being something out of the court that we weren’t expecting I’d take my chances at the upside potential Merritt afforded.

Howard also afforded it was a known company and the CC also afforded high level talks with Samsung. It’s quite possible one of those proposed licenses could be Samsung. Even if it isn’t I think any known company would provide a nice movement in the price.

If we want to dream on let’s wish for the plural companies Carpenter mentioned and hope they are Nokia and Samsung.

LOL