"no self respecting sell-side analyst would ever conclude that they are even close to representing sufficient evidence to reach such a negative conclusion about management..." - oh, really, then please explain this:
Tom Carpenter, analyst at Hillard Lyons Equity Research, wrote about Mr. Campagna's excessive compensation and conflict of interest on the Compensation Committee in his September 10, 2003 report on IDCC to wit:
"InterDigital’s current Chairman is a garment industry entrepreneur and does not appear to us to have a substantial day-to-day role with the company. Yet, the individual has a combined one million shares and options. This is more than double the number of the President of IDCC, more than five times the number of the Chief Financial Officer, and approximately four times the number of IDCC’s head of licensing. Also, he has sold three times the number of shares in 2003 as any other officer or board member of InterDigital. While the Chairman has been at IDCC a long time, he is also one of the two members of the compensation committee."
IMO, our CoB's conflicts of interest, lack of independence, and self-serving actions have done more to undermine shareholder value than you will EVER appreciate.
I am long in IDCC and my only "agenda" is alignment of management with shareholders and pro-IDCC success.
We DESERVE really excellent management at IDCC; unfortunately, our company is SEVERELY hampered by our current top leaders. Contrary to your wishes, evidently respected sell side anaylsts, at least one publically, DO agree on this point.
I really don't understand why some folks choose to be so BLIND to management failures and misalignment.
MO,
Corp_Buyer
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