Replies to post #333774 on InterDigital Inc (IDCC)

[AMCJAX]

+100 Count, ditto here....

If it sells then I'm out (obviously) and if it doesnt sell, then I have a mgmt team I have no confidence in, a legal team that can't make the IPR stick to infringers, and a company that can't attract real bids from real buyers - and I'm gone even faster. Either way, I will be gone soon - but I really do not want to be gone from the company kept here on this board and I hope we can all stay in touch, this has been the most rewarding part for me , more than anything else (until we get $150/share then it's the SECOND most rewarding part LOL)

At most I will retain like 10% of my current holdings "just in case"

If IDCC doesn't get $10B

it's because they didn't successfully execute their business model. Had they signed up 90% of the 3G market at rates similar to LG then their earnings would be $8 a share or more, and with vision into the future, the PE would likely be around QCOMs, so the share price would be $150-$200 based on fundamentals. That's why I invested in IDCC. I felt there was great value and even with mediocre execution, that $40 was a lock. It took far longer than I ever expected to reach $40. I do not have confidence in IDCC's management ability to execute their business model now. So I look forward to a sale and hope that it moves into triple digits, and I dream of it getting to the $200 level. My expectations are much lower, but I am hopeful that there are two cash rich factions that really want IDCC.