Replies to post #63913 on InterDigital Inc (IDCC)

[ams13sag]

Looks like the I Love IDCC bunch are alive and well. They pump and dump. Not one word on the total collapse of the share value, not one reason advanced, just pump and short.

Always a reason advanced for the decline, the market, Nokia, Insurance costs.

Management are next to gods.

They sure are a funny bunch.!!!!!!!!!!!!

AMS

[jai]

In my opinion, it appears IDCC has yet again become a short target. Shorts like stocks that can easily be forced down. The lack of price support is frustrating. Since we do not have major buying going on selling continues to take us to new lows. The NASDAQ continues it downward spiral. We currently are going down 3x faster than the NASDAQ (2% vs 6%).

Hard to maintain a positive attitude when all we see is red. I am still strongly in favor of increasing spending at this time. We need to lobby major funds to take positions. Not only do we need bodies to continue to aggressively pursue license talks (PALM, NT, NOVATEL), but we need key executives or new executives to convince major institutions that IDCC is a must hold stock for 2004 and 2005.

Maybe we add seasoned wall street veterans who have hooks into these technology funds. The analyst base is strong and no one has jumped ship. The drop from $20 to $15.80 is unwarrented. Company now can be bought out for $870 million and they can use the $100 million in cash so its current value is $770 million.

Bottomline, I think it would help the situation if we hired one or two key executives that can help Howard and Rip formulate the message so that the institutions decide to take substantial positions.

[Danny Detail]

L2V .. RE: .. Look around for emerging "change waves" and get comfortable that you have identified something specific and sustainable before beginning to identify and gather facts on specific firms that appear to be positioned to benefit from those changes.

Interestingly enough that is exactly the way the best WS Investment Research departments do it with the addition of an ongoing overview of the economy to measure the commercial viability of "change waves" against. It is very much a "top down" approach to finding the best investment opportunities. Importantly, there is a lot of "maintenance research" that goes on to constantly monitor the "change waves" identified to see if they are proving to be more or less promising than when they were originally spotted.

Regards,
Danny

[broken80]

L2V... RE: "BAD" perspective, what other perspective is possible at this time. When is reality going to set in for all the "screaming buy" advocates. We have a stock in a free fall and with good reason. The great potential (N/S)is a year or more away and that is cloudy at best. Probably a compromise similar to the Eric settlement. We have a stock which did not meet earnings expectations last qtr and may have negative earnings next qtr. We are unable to sign new licensees and if the couple that we do have run into difficulty ala Nec it hurts us badly. The engineers of IDCC have carried the ball but I think Mgt. has fumbled it. Our engine is missing and our transmission is in reverse.The future is not as bright as so optimistically painted. In fact a bit cloudy. Unless we sign an important licensee soon why would any important money flow into IDCC? We have no PR. There must be SOMETHING good that can be said about our future to stem this downdraft. I need not apologize for being so down on KOP. How can one feel otherwise? Still LONG but SORRY