Replies to post #69114 on InterDigital Inc (IDCC)

[jjff]

No substancial chip revenues till 2005,new licensees promised again, Japan, hoping for some decision maybe within this calender year,Nokia going the distance.Shorts having their way again,maybe 3 or 4 questions from analysts,what`s that about!They better deliver something before shareholders meeting or I think it will get ugly!

[TFWG]

Nothing surprising in the call. Sellers and shorts should have a field day. Howard's discussion of IDCC's plan was vague at best. Exploit IPR, leverage tech, pursue prod. ops. and contain costs. Nothing new or targeted was said. He can say that for the next twenty years and be safe, and we know Howard likes safe. Also, I am not impressed with "we expect" new licensees either [hell, they better expect]. Oh well. At least a few analysts felt IDCC was being conservative with its guidance. Maybe they will start to project to their clients what an excellent short-term (less than a year) opportunity this company is.

Good luck to all longs,

Bob