Replies to post #369007 on InterDigital Inc (IDCC)

[dndodd]

You're the Doctor?

[Gungrey]

The answer is pretty simple.......there are more sellers than buyers.

[GBR]

does anybody have any thoughts to what I is going on?

- No license agreements with LG, Nokia, Huawei, Samsung or ZTE.

- No public indication of any progress in the 613 case.

- No additional patent sales to follow up the major sale to Intel, which brought the p/e down considerably, creating uncertainty that patent sales will be a significant source of recurring revenue.

- No indication that there is "more to the agreement with Apple" that management can disclose that would be value enhancing.

- No public indication yet of any market acceptance of Smart Access Manager.

- no successful conclusions to the perpetual outstanding arbitrations.

- uncertainty over exclusion orders/injunctions on SEPs.

But the stock price has performed considerably well despite the above. jmo.