Replies to post #64784 on InterDigital Inc (IDCC)

[TFWG]

TC, I'm am playing 5/15. However, I am only looking for a $23 stock price. I bought some June $20's on Thursday. I am betting our friends at NEC have shipped at least 1.3M handsets this quarter. I think they will ship more. However, 1.3M and a solid forecast in their April release of FY results should get IDCC to $23. My plan is to sell no later than the day of the ASM.

Regards,

Bob

[Immelman]

"...and it could be that the numbers might not meet "expectations"...so anybody "playing" for 5/15 should be carefull....especially if they are looking for blowout numbers

How could next quarter NOT be a blowout earnings? Cell phone sales are stronger than ever, more phones are 3G then ever before and we have ESSENTIAL ipr in all major standards. It's a no-brainer!

MWoods

[jai]

Another reason I think we will be at $20 a share by May's CC is we will have 2 months more of arbitrage pricing built in from Nokia. This stock is reacting almost like a buyout candidate. Everyone though the date was July. It gets pushed back 6 months and we lose all money associated with Nokia that was priced into the stock. The closer we get to Jan. the more Nokia money will be priced in so by May we should have some Nokia money priced back into the stock.