Replies to post #72179 on InterDigital Inc (IDCC)

[lastchoice]

m3s, i much more cynical about the street.

every news story demonstrates utter contempt for retail investors--even their own clients. the agendas, alas ulterior motives, are behind everything. i would expect large institutional buying before major upgrades are announced.

btw, many large companies' executives have demonstrated the same contempt. i don't compare idcc's succesful team with adelphia, mci, enron, tyco... but i want best practices corporate gov't because greed devours trust. just get the Chairman off the comp. commitees as a matter of practice. independent directors only. like roath.

[jai]

It is really not about the share price but about revenues.

RIMM had $200+ million in revenues last quarter.

"Revenue for the fourth quarter of fiscal 2004 was $210.6 million, up 37% from $153.9 million in the previous quarter and up 141% from $87.5 million in the same quarter of last year."

IDCC's revenues while consistant and impressive are not explosive at this time.

The two false starts have caused a buyers beware syndrome. IMO, buyers are in a "wait and see" mode. The last months volume has been very low. Quarterly revenue projections as of today are still flat at $27 to $30 million a quarter. The main reason we did not get a SANYO pop is because the company has yet to turn this deal into quarterly revenues and EPS numbers.

I don't expect a RIMM SHOT or a TASR LASER until after Nokia is resolved or if we get LG and/or Motorola.