Replies to post #221840 on InterDigital Inc (IDCC)

[revlis]

No. Confirmed by other ASM participants.

Posted by: revlis Date: Thursday, June 05, 2008 3:43:30 PM
In reply to: technical who wrote msg# 221720 Post # of 221840
technical,

Are you sure he said IDCC chip and not IDCC protocol stack in the Infineon chip?

If it is IDCC chip, that is huge. Also that would explain the Apple license agreement.

Thanks for the report.

mo

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=29818567

Posted by: technical Date: Thursday, June 05, 2008 4:05:39 PM
In reply to: revlis who wrote msg# 221723 Post # of 221841
Thats what I meant. The Infineon chip with our 3G inventions embedded on the chip.

http://investorshub.advfn.com/boards/replies.aspx?msg=29818567

[plumear]

Badgerkid, I, like you, would not be surprised to see IDCC announce Apple as the co that they have their design win with though, if it is, I think it will be in an Apple computer of some sort rather than the iphone. For IDCC to announce a design win "in the first half of 2008", there is very little time left for that to happen; less than 30 days.

Surely the shorts can see, not just by the strength of the share price but also because of the converging clouds preceding a potential "perfect storm" to drive up the price of IDCC's shares.

* Potential for IDCC to announce additional licencing revenues due to 3G iphone.

* Potential for announcement of specific computer mfr to announce SlimChip design win.

* Potential for favorable ruling from Samsung arbitration

* Potential for Samsung negotiated settlement soon.

* Potential for increasing revenues due to royalties/licensing fees from chip manufactures, especially IFX

* Potential increase in revenues from licensing from growth of smart phone manufacturers. etc..

Realistically, what do the shorts have to look forward to in terms of additional profit from shorting IDCC? (unless its to drive down the price in preparation for a buyout bid.) There has got to be better candidates that don't have IDCC's risk factor

[JimLur]

badger kid, Infiniteq suggested this in a post to me,

"I think the design win they are referring to is for a data modem, not for a phone."

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=29824977

Ed Ferrai also afforded this.

"The 3G iPhone is supposedly being launched next month... IDCC has stated they hope to have samples of the ASIC in customers hands in November. Given the time frames of those 2 events, I think it's safe to assume the slimchip won't be in the 3G iPhone."

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=29471257

It would be great if the company could give us some direction but apparently they remain handcuffed by many licensees.

Merritt afforded at the ASM there will be news of a design win by the end of June but so far it's unclear if that's for the Slim Chip or a modem as Infiniteq has suggested.

Also Merritt was still unable to name the Asian Fabless company we have a deal with?

I still don't understand the over 5 year old comment by the company that they have a framework with ERICY for a 3-G deal.

Lots of things I don't understand.