Replies to post #313956 on InterDigital Inc (IDCC)

[bulldzr]

Fish, again I agree the market as a whole has used the overreaction to the Libyan crisis as an excuse to have a sell off, but there is no way I can believe that a 3 penny revenue miss has caused this large of a pullback.

"---The perceived "miss" in earnings at 4-Q-2010 even though we had money that could have met/exceeded expectations"

The large investors are looking 3-4-6 months out, and the lower revenue guidance without LG is the major reason for the sell off. It is tied to the Nokia situation, because the market evidently believes that LG is withholding signing a license until IDCC gets the wraps on Nokia... and I hate to say it but who could blame them.

We don't know, but IDCC may have made representations to LG before the last agreement that Nokia would be put to bed, and they haven't come through.

[infinite_q]

Fish, I've also owned shares for a very long time (1999 was my introduction to this dream company, LOL).

I also took the wild ride to the 80's and back.

I also promised I would sell some shares if it ever got back to 30, 40, 80, etc. I did sell some on the way up, and kicked myself for selling too soon. I sold some near the recent top, and kicked myself for waiting too long to sell more.

The reason I keep holding onto my shares and gradually accumulating more is that I still believe in the fundamental story. I sat in on the orals at the CAFC and came away more excited about the near term prospects in the court system than I have been in years. I also see the revenue increasing and the respect for IDCC growing. But I guess the trend is your friend and you should not try to fight the market. So maybe next time I'll do better at mitigating my risk when the share price reaches those lofty levels or the world starts crumbling around us.

Or I could just blame this on NukeJohn, LOL.

Just kidding - we are all responsible for our own decisions and results.