InvestorsHub Logo
icon url

hookrider

07/21/11 5:35 PM

#325596 RE: Centerline #325595

Centerline: I hope you are right about MOT. Other than IDCC it is the stock I have had the longest. It would be great if they both run at the same time. Had QCOM but sold out back in the 1900's. QCOM is still a good stock but it's running day's are over IMO. Looking for another to leave my grand kids.
icon url

infinite_q

07/21/11 5:39 PM

#325599 RE: Centerline #325595

Centerline, I don't agree. First, the "news" about MOT is not really about MOT, but rather about Icahn telling MOT to do the same thing IDCC is contemplating. MOT has not made that decision, they have not hired investment banks or entered into serious DD with any potential buyers. Second, the "selling" off the high occurred prior to those articles appearing. We were down below $75 when those articles hit my inbox. The selling, in my view, was more due to long-term shareholders taking some profits off the table, after waiting for 10+ years to see prices near $80.

That selling ran its course, and the buyers stepped back in after lunch. We stabilized with a sizable gain for the day.

However, if MOT does put their patents on the market then that could affect the interest in our company. But our LTE portfolio is so much stronger than MOT's, according to all reports, that I think it would be like apples to oranges. It all depends on who the buyer is and what they want to achieve.

MOT is late to the party, IMO, and Icahn is watching IDCC's share price rocket upward with great envy.
icon url

vg_future

07/21/11 5:45 PM

#325601 RE: Centerline #325595

Centerline, Motorola is a complex case.
First, the management has to take that route (it is just Carl asking for it...we all know how his asking worked with Yahoo).
Second, Motorola has to worry about its own patent infringement exposure. Currently it uses these patents for cross licensing.

So, probability of this happening is less.

-vg_future
icon url

dmiller

07/21/11 5:50 PM

#325603 RE: Centerline #325595

Centerline...The same thought crossed my mind.