Replies to post #268153 on InterDigital Inc (IDCC)

[Data_Rox]

slacker - agreed

If the ALJ had ruled that there was a violation, it would have meant that the patents were valid, enforceable, AND infringed. The stock would be sitting in the 40's and the rate that IDCC was asking from Nokia would have gone up. The likelihood of Motorola and SE coming to the table as well as LG renewing would have gone up substantially.

There is no chance that IDCC is going to get a better result out of this than the above. At very best, they'll get a wash financially with more time lost.

And there are other venues for validity - we even saw the company go back to patent offices to re-validate, didn't we?

I will be very leery of those pushing Friday as a win, or putting the company in better shape, or meeting their objective for the ITC case. The company already had those new patents and applications underway anyway - yeah, they learned more (at our expense), but failed in winning the key objective in bringing the case in the first place - to have a negotiated signed license with Nokia by the ID.

The next best outcome (IMO) is for a reversal at the commission, but we've lost the value of money with Motorola, S/E, others who may have signed in the mean time.

JMO

[vg_future]

slacker711, without knowing the whole picture of what IDCC does and how (as far as licensing is concerned), why do you keep saying that LG might not renew? This is what I meant when I said people trying to plant doubt seeds....I am not sure what your goal is. Are you privy to something that nobody else is privy to.

Just checking....

-vg_future

[Danny Detail]

slacker711 .. You quoted me out of context and, as a result, missed my point entirely.

Of course infringement was the preferred result and the primary objective. However, it is comforting to know that we have a management that went into this with their eyes wide open and did not bet the farm on an infringement ruling. They clearly thought through carefully how large and how long term a hit IDCC might take should they lose on infringement. I am absolutely certain that WM .. or any CEO for that matter .. could not have conducted what everyone here acknowledges was the best IDCC CC yet if he was not prepared well in advance for this outcome and ready with a detailed game plan that will eventually mitigate the damages for all shareholders.

Without such a thought process and contingency plan, he could have easily blinked first and ended up settling for far less than we hopefully will eventually get. It is not whether or not IDCC will get a better result with Nokia and others in the future due to a ruling of validity and enforceability rather than non-infringement but instead that IDCC management had a strategy that went well beyond a single roll of the dice. That is what separates the best management teams from the rest of the pack.

MO,
Danny