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mschere

11/24/03 10:41 AM

#49717 RE: JimLur #49712

Earnings will be the ultimate determinate of IDCC's stock price..Two new licensees can only ADD to our Analysts earnings consensus of $2.68 per share for 2004..IDCC will make a great chart to read in 2005 and have our resident technical Gurus explain....in their rear window...

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xdx

11/24/03 11:02 AM

#49723 RE: JimLur #49712

JimLur: As Sony Ericsson's 2G agreement with IDCC has triggered the Nokia 2g, is what you are leading to - that the well known "new licensee" may in fact license for 3 G and thereby trigger the Nokia 3G rate? Do I read you correctly?
TIA
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GE_Jim

11/24/03 7:25 PM

#49803 RE: JimLur #49712

Jimlur, charts work nice to see what "all" are doing, in this regard and using the CC one can measure the impact and follow through of how "all" feel about what was said. That would also include the big boys and their actions. But getting away from the charts here, he certainly did mention the licenses, but the follow up of that and what was also mentioned that, I forget exactly, but something that reminded me of a stepped process. This to me means smaller companies. Samsung was mentioned but again they agreed that most likely would go to arb. I read it as smaller companies and not Samsung. The court could provide some movement regarding the conditions you mentioned, also possible insider selling in Dec.

To your point of the wish list, Nok and Sam would make a nice Christmas present, to be sure