Replies to post #230838 on InterDigital Inc (IDCC)

[FlyNavy]

it will have to be a bid more than the all time high of 80 bucks. i am here for 1000 bucks. always have been.

[JimLur]

Andrew you asked, "So what price would it take for you to sell your IDCC Shares?"

IMO myself and Loop who have been in this stock for 20 years couldn't answer your question. There's probably a lot of short timers that could.

For example if IDCC licensed Samsung and Nokia and the stock ran to say 60 I might sell some and wait until it settles down and buy back in.

If I were you just consider what a Samsung and Nokia license would do for this investment. If IDCC management brings down these two it makes only common sense the rest will fall.

If so our Mom and Pops dollars don't mean anything as the institutions will want to own shares and there's not that many around to have.

I don't know managements plans but common sense tells me with only 45 million shares they would split the stock and it could run again.

Keep in mind QCOM has about 1 1/2 billion shares out there and we have about 45 million.

Huge difference in shares as well as revenues coming in but there's a lot of room for for IDCC to run and most here are way ahead of the market.

JMO

Jim

[quartzman0]

Andrew:

You will get a lot of crazy answers to your question. For me, the only true measure of a business' worth is discounted cash flow - a calculation of the value (cash) generated by the company over a period of time which has been adjusted for the time value of money. To get a start on the math, look at analysts who have used this method. I think it was Marsala who did in his old reports. You can update his numbers based upon what you believe will happen in the future; put in any amount of revenue from the big four infringers, adjust the expenses for reduction in legal costs, etc. Any increased revenue from products would be a bonus, but partially offset by increased expenses. Don't forget the taxman. Go out 5-7 years; after that the discount is so great as to not matter. A discount rate of 12% to 15% is reasonable.

Once put on a spreadsheet, you can update the numbers as we go along signing licenses, selling product etc. What discouraged me from doing this is the lack of real hard facts about licensing revenue (see the four day discussion on Apple). Thus, projecting future annual revenue becomes extremely difficult - just what professional analysts and our on-board analysts have been complaining about. Without a reasonably accurate top line number, all else becomes nonsense. Thus the reason why you will get a lot of crazy answers.

Q

[nokiashill]

andrew.... i have the answers for your questions
1- save "fantasy" for football and the bedroom
2- -IF- YOUR AUNT HAD BALLS SHE BE YOUR UNCLE
3-the price to sell idcc shares-$ 149.99
(i dont want to see a tax bracket any higher so 149.99 it is)

[badgerkid]

Andrew, with all sincerity, I believe that Interdigital could be bought today for $40-50/share (management doesn't own enough shares to prevent it). However, should the ITC rule in favor of Interdigital and ban Samsung phones for infringement, that price will no longer get the job done. I truly believe that shareholders would revolt if an offer of $40-50 was refused today. Again, timing is everything and should Interdigital finally get some relief from the ITC, $100/share may not be enough. IMHO of course.

[PUNKIN611]

Someone better not offer me 104 now for my IDCC. No matter what happens short term it could take a year or two for IDCC to top that IMO. PUNKIN611

[micktoo164]

AndrewNCU, you asked at what price would I sell the stock.

I have been in this stock since 1996. I was fortunate to sell about 75 percent of my position in December 1999. I agree with Jim that most of the investors who were around in 1999 or earlier have more shares than you imagine and at a pretty low average cost per share. If you experience a great run with this stock you will know when to sell. I think one of the most important things to remember is don't get greedy.
I know it will be extremly difficult to pull the trigger but it will change your life financially and especially so for the younger investors. Wow, just think of the financial foundation you will have established. The old timers could sell now and walk away and never be concerned about establishing wealth. But they won't and I won't.I have one more suggestion, always hold some IDCC. Good luck!

[micromays2]

Having read his reports, I like Vijay's price of $75. I would be ready to cut my position in half. Best of luck to us all.

[dndodd]

Based on a Discounted Count Cash Flow model using projections from one of the IDCC Investor presentations.

The basic numbers Charles and I used form the best of memory.

Approx 1 Billion in revenues and $200 million costs the Present Value is approx $171.00/share with a stock market value potential of 2-3 times that number.

All they need to get to those numbers is 90% Plus of the market licensed at $1.50 Plus per phone over time.

The companies goal is 100% at $2.00 or more.