Replies to post #119971 on InterDigital Inc (IDCC)

[nessco]

Obviously if we're worth 32 to Q we're worth a lot more on our own
Nessco

[jjff]

Any effort to buy this company on the cheap I for one would be happy to sign a shareholder list with our objections!

[laranger]

Charlie.

Despite Jagfn's poor record, the possibility of a buyout is very real, IMO.

QCOM will have difficulty renewing 3G licenses at the same rate, without some added attraction, like IDCC patents.

QCOM knows its customers want one-stop shopping. Today, they walk out of QCOM's headquarters, only to find Bill Merritt standing there, waiting to punch their cards.

Nokia, on the other hand, would like to get their hands on IDCC's patents, since it would give them leverage for lower rates against companies like QCOM.

This clearly must be a tempting thought for Jorma:

If he acquired IDCC today, his financial advantage could total well over $1 billion in the near/medium term, starting with the reversal of almost $500 million in IP reserves.

[loophole73]

chartex

Bingo, give this man a gold star. There has been an effort to determine the possibility of purchasing IDCC by folks from the land of fruits and nuts for 3 years now. The biggest obstacles all along have been Bill N. and the individual shareholders with their firm beliefs and expectations. Mr. Cohen and friends have managed to weaken the grips of many long term shareholders with posts about easy collections of the final award followed by criticism of management for not begging for a pay cut.

2g has been a hard ride that is about to finish with a nice result. The FUD is now designed to convince the individual shareholders not to ride the 3g roller coaster if they can get a few goodies to leave the amusement park. Cohen and friends threw a 32 dollar trial balloon to get a read on the group. I believe they are pleased with what they are seeing.

I posted that I believe my fellow shareholders will sell me out in a heartbeat and I have seen nothing but affirmations of my belief since. Cohen and friends have the ladders on the walls and the deserters are falling into his nets. He is dividing the float and this will engage the next step in his plan.

MO
loop