jai, stop thrashing for a moment and listen. IMO it's a good idea to assume that IDCC's licensing activity, revenues, and earnings are going to be somewhere close to what IDCC management tells us they are going to be.
Stop grabbing at selective sound bytes from the past and focus on the most recent 10Q, conf call, and news releases. Everything else is as fuzzy for the rest of us as it is for you. The difference is just a matter of HOW MUCH dd work we have done, and how much faith we have in what we think we found.
It's a bummer to see somebody read a few posts, take a few calls from a broker, whatever.... and then start spouting off like an expert. What I really mean to say is read awhile and make an effort to put some substance under what you think before posting emotional expressions of how your heavily leveraged, time dependent, mostly IDCC, portfolio of "hot winners" is doing from moment to moment.
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