Replies to post #279178 on InterDigital Inc (IDCC)

[JohnSamuel]

The Count ... GREAT post and I second the motion ... I have wondered the same thing for years.

[ed_ferrari]

I didn't say tangible book value doesn't matter - I said it doesn't matter to me (at least as far as IDCC is concerned). However, it does matter to deep value guys, which was the whole point of my post.

[lando1]

And where have you been during the runup?

[dclarke]

Count, I am sure that any good value investors would very quickly see that net tangible assets is not a good indicator of enterprise value for an ip company such as interigital. Great post.

Dclarke