Replies to post #90944 on InterDigital Inc (IDCC)

[laranger]

JK. Can you clear up the mystery?

Where does it say that the Final Hearings will start on January 17?

PACER #15 says nothing, on the surface.

[Corp_Buyer]

Docket #1, Exh. A details the discovery request, mostly it seems NOK wants to obtain all of Ericy's documents and details pertaining to its sale of handset business assets to Sony/SE and this may be what Ericy is mainly resisting.

The document request also includes, to the extend not provided by IDCC, all term sheets, etc. that pertain to the Ericy/SE license negotiations.

Will read Ericy's objections next.

Corp_Buyer

[nessco]

Jaykayjones:

NEW LAWSUIT BUT NOT BAD FOR IDCC: Nokia is suing Ericsson in TXND (Judge Lynn) to enforce a subpoena issued by the Arb panel for E to appear before it on Oct 7. E refused to attend. Nokia is seeking information as to whether Ericsson sweetened the deal to get Sony to buy into the licenses with IDCC!

The arbitration 'final hearing' date of Jan. 17 is in Pacer # 15.

I was alerted to this by a third party and full credit will be acknowledged at the appropriate time. FWIW, a lot of people out there know a lot that we don't!

There are several issues surrounding Sony Ericsson as a trigger but Ericsson as a trigger does not appear - at first glance - to be in dispute. Nokia wants secret E&SNE info and IDCC also concurs. More later.

Could you please elaborate on why you said " a lot of people out there know a lot that we don't". What did you find out that led you to say that?
TIA. Nessco

[Danny Detail]

JKJ .. FWIW, a lot of people out there know a lot that we don't!

I have felt that way for some time (at least a year or more). It falls under the category of "Be careful what you wish for." For years we all lamented that IDCC was not on WS's "radar screen."

That changed a couple of years ago as the sell side analysts started to come on board. Initially, their analysis was roundly criticized on this board as being "clueless." The next judgment was "gutless" when they didn't seem to be willing to jump on the IDCC bandwagon until NOK/SAM are resolved. Of course, Marsala was relegated to "traitor" for his overly conservative opinions.

Fast forward to now. Maybe the sell-side analysts are still well behind this board in their analysis of IDCC's potential and maybe (heresy I know) we are no longer focusing on the issues that will be the determining factors of future stock price movement and they are. FWIW, I see an awful lot of time spent on issues (insignificant insider selling, for one) that I know to have no long term effect on the stock price.

I do know that these analysts have a much broader perspective on how others in the industry view IDCC as well as on all of the factors that may come into play in IDCC's future and are clearly are more in touch with the stock market overall. They also have resources to conduct in-depth research that dwarf ours. So it is highly likely that they do know a lot that we don't. Does that automatically translate into having a better fix on IDCC's chances for success? Definitely not. But the sobering fact for us is that they have orders of magnitude more influence over the money invested in IDCC currently and in the future than any poster, or group of posters, on this board or any other board.

Regards,
Danny