Replies to post #207946 on InterDigital Inc (IDCC)

[revlis]

Based on the successful product development and early customer indications, we believe we are well positioned for a product design win in the first half of 2008."

[plumear]

Thanks for posting that revlis.

We had one hell of a jump in operating cost (66%) for the year, of which "The increase in patent administration and licensing costs was primarily due to a $15.4 million increase in litigation and arbitration costs.". Since IDCC only made $20 million, its apparent that if we can ever get by the litigation, the value of this company will grow dramatically.

One concern that has been noted by others is the cost increase for the 1st quarter of "the 5% to 10% range due to normal wage inflation and seasonality related to vacation accruals and other personnel costs." That statement doesn't seem to match the earlier statement by the company that they "anticipate maintaining our staffing at a level that is relatively flat with fourth quarter 2007". It would be nice to have an understanding of that, even if it's a moot point in terms of whether they do it or not.