L2
I second that thought. We learned a great deal today from the chief technology officer of IDCC. It appears that TDD is a large part of our 3g IPR and that the time is still 3 years away for W-TDD. This of course tells us that we must concentrate on three main sources of revenue over the next 3 years. They are 2g royalty, 3g infrastructure royalty and chips, and fee for service engineering work. We know that the quickest and perhaps only way to attain 2g royalty is a win via trial or settlement with Ericy. We also know that the quickest way to 3g infrastructure royalty is through a license with Ericy and a rate with Nok. I am not sure how to stimulate fee for service work without Ericy and Nok being settled and fully operative.
Any IDCC shareholder had better realize the importance of Ericy regardless of the technology upon which they made their decision to invest. Ericy has been and remains a major barrier to the true value and cash flow of IDCC. When I posted that IDCC needed to firm up their licensing in 3g infrastructure, I was bombarded with accusations of being a short and a no good negative poster. 2g royalties and 3g infrastructure income are absolute musts if you believe Dr. Jacobs and Dr. Briancon in their estimates as to the timing of 3g commercial launches. If we are unable to attain these income streams, we will have no choice but to downsize. I personally believe that we are in great shape going into trial and the settlement we have been awaiting will happen. This will open the doors and the other matters will fall into place.
Regarding the recent short positions, I believe that any company that has had an increase in its share price has been shorted recently in anticipation of the war. It is not based on anything other than it is logical that these stocks will go down more than the stocks that have been beaten down without any sign of recovery. IDCC management, if you are reading, watch my finger tips. There will never be a better time for yourselves, your employees and your shareholders to announce a settlement than prior to the war. The shorts will be in a major trap and the market cap will soar. If a deal is done or very close to being done, the completion and early announcement will be well rewarded for all concerned except the shorts who have had their way with this company for years.
MO
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