Replies to post #69127 on InterDigital Inc (IDCC)

[amrwonderful]

jai: it is the market, not idcc that is dampening the shareprice. IDCC has plenty of visibility...that's how the shareprice reached $27 in early March. Nok arbitration in 2005, the market, and lack of new business are attributing factors to the shareprice malaise. The interesting thing is that any of the three can change at any time, and benefit IDCC shareholders substantially.

$125 million in the bank alone, and a continued revenue stream is huge. This is an incredible basis for owning a stock.

[JimLur]

jai, I'm certain there was more than 3 listening to this CC. To sum it up there wasn't the need for a lot of questions with what Howard and Fagan afforded. To me they stated we had a blow out quarter and they expect it to continue at least at this pace the rest of the year and also expect new licensees before year end.

They also stated expenses for the 3rd and 4th quarters will be the same as the second quarter.

Like I said IMO there wasn't the need for a lot of questions.

[teecee]

re "biggest problem is visability"...you really have got to be kidding me...they just provided the most extensive guidance they ever have..and you can bet it was designed to be exceeded...as far as our analysts..every analyst that we have lost has been due to attrition or retirement or some other thing....and marsala is back we a buy rec....the guy i have my eye on is the sidoti guy...he came in w/ a nuetral...he should be ready/able to pull the trigger here soon on a buy