"I also liked Merritts comments that with the 3-G market about to double that would also double IDCC's revenues. Then he added with only 50% of the industry licensed if they license the rest that would be a double again."
Great point Jim this equates to approximately a 40% average growth rate over the next 5 years w/o counting M2M or Network of Networks solutions which has a potential 3-7X greater than IDCC's core business.
I also think that the BOD did not just pull the date of "Close of business on 1-12-11" out of the air, for the dividend date. The appeal starts the next day at 2:00. I am holding, and the only reason I would even consider any other position would be if I was on margin, which I am not. To me that date is a very clear signal.
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