Replies to post #18758 on InterDigital Inc (IDCC)

[wilco24]

sjratty:

IMO insider selling and INDEMNIFICATION.

Z

[0nceinalifetime]

sjratty, if you took on my world view, the behavior of IDCC would no longer surprise you. My analysis fits the behavior of IDCC to a tee, there is no need to assume that things will someday make sense, they always do when is logical.

If you listen to the perma-bulls you will be constantly disappointed.

Once

[ams13sag]

Sjr

I guess as Loop said after the news was announced, the settlement was considered as a nuisance settlement, and it confirmed the view on WS that the company was still unable to obtain payments for work created.

If as many speculated Ericy was at the mercy of IDCC, why no 3g license.

Coupled with the above, the confidence management has shown in the share value of the company with massive selling, that is my answer.

AMS

[spider69]

sjratty...you don't want the obvious 34 million answer but that, in my opinion is a lot of it right now. Most all expected much more or if at that small amount, a juicy 3G licnese accompanying it. The other is that we DO NOT have money in the bank regarding NOK and Samsung. Everyone can shout until they are blue in the face about what was said in the cc and 10Q regarding the nice sums of money expected from them but I think until the money is in the bank Wall Street will wait and watch. So many things have gone badly over the years for IDCC that I think many are wanting PROOF that things are different and that we won't somehow get scrwed again. If IDCC settles for cents on the dollar with NOK and Samsung vs what was mentioned in the cc we won't have established much credibility for enforcing dollars owed. If IDCC gets the money that they stated we are entitled to then doubling the share price from here won't be a problem at all. Until then patience patience patience......This is all just my opinion

[Alley]

THE EXPLANATION........WHY

PART I AN EXPLANATION........WHY
PART I I WHAT'S WITH THE TECHNICAL ANALYSIS......


PART I AN EXPLANATION........WHY
sjratty.......
"Does anyone have any explanation why -- despite all of our statements (and hopes) -- the Ericy settlement did not bring us to the $30, 40, 50+ dollars a share, and instead we languish at $19 (and falling). And, please don't respond with the obvious $34 million. "
http://www.investorshub.com/boards/read_msg.asp?message_id=909612


a.Ericy settlement did not bring us to the $30, 40, 50+
--------NOT YET....!!!!!!!!!
THE GAME IS NOT OVER!!!!!!!

b. we languish at $19 ---------------------stocks often
consolidate pulling back before moving ahead


WE HAVE BEEN HERE BEFORE.................
I realize that it is frustrating to see weakness in an equity that has recently announced a settlement that will prove to be the catalyst to a major rise in its revenues and stock price. If you have serious questions as to whether the contract with Nokia was prepared with tight lines....If you believe Fagans comments were greatly exaggerated, if you believe that IDCC will not sign future licensees, if you believe that the management of IDCC made a settlement that will not benefit the future of the company...........this is as good a time as any to sell.
I am more convinced then I have ever been with this investment. I have liquidated positions to buy...as I bought today. While I have never been overly impressed with IDCC'S methods or ability to convey the true value of there business I am more convinced then ever that they have 'the goods'. I understand and appreciate the frustration that certain moments present in our lives such as this.....


but as I said.....
in October when we were in the 7's."be patient this is a time to buy"..
in February when we were in the 11's...." look at your GAINS in 60 days"-

Some people are sitting on the sidlines for the moment waiting for........
SHOW ME THE MONEY....SHOW ME THE DEALS
Some like myself are accumulating ... some are shorting using and creating momentary weakness......some are trading the stock causing additional volatility,some are getting stopped out.

1. ......SHOW ME THE MONEY....
Some are sitting on the sidelines saying "show me the money" I don't believe your recent statements ........

"If you take ..., the potential, aggregate cash flow from Ericsson, Sony-Ericsson, Nokia and Samsung in the next twelve months could be 360-430 million dollars WITH ADDITIONAL UPSIDE. Those are impressive numbers "
RICH FAGAN, INTERDIGITAL COMMUNICATIONS, CFO:

IDCC WILL HAVE $9 to $10 in cash a share
TOM CARPENTER to RICH FAGAN

2. SHOW ME THE DEALS
new licensees 2G + 3G

3. SHOW ME THE MONEY+ SHOW ME THE DEALS=SHOW ME THE FUTURE
As is always the case there are those who invest in a company after all of the money' is in' and the deals have been announced. There is nothing wrong with that style of investing. It takes less time, less due diligence, less risk and often results in less reward. It's a good thing to have investments of that nature in your portfolio.
It is also good to be in equities before they are TRULY discovered or recognized. These investments can be fortune builders.....ask Buffet.

MY MANTRA
--------- " look at your GAINS in 60 days"------------- not 6 months, not one year ------------60 days
most likely less then 60 days


PART I I WHAT'S WITH THE TECHNICAL ANALYSIS......
EXPLANATION
I often focus on the daily technical trading activity to help explain a moment of weakness or strength ... to put it in perspective what one might reasonably expect in the short term and long term....to perhaps identify a buying opportunity for those accumulating. These technical indicators are only tools that CAN help one from not making emotional decisions to sell into weakness or buy into a buying frenzy.
THE FUNDAMENTALS ARE THE TRUE DRIVING FORCE FOR LONG TERM DIRECTION. .....AND WE HAVE THEM

NOTE.....There are pivotal moments when a stock CAN change direction momentarily....in either direction....if it goes down while in an upward trend that does not necessarily identify a trend reversal. If it moves ahead 5 points that does not mean it will not back and fill.

Excerpt from my post 4/8/2003
Any news is apt to cause exaggerated short term moves.....up or down.......
Exaggerated emotion based stock moves will prove to present nothing more than buying opportunities.
http://www.investorshub.com/boards/read_msg.asp?message_id=907185

IMHO....
We will revisit the 20's very shortly.
True longs selling into this. 'basing period '. will regret it sooner rather than later


RE: RECENT PRICE MOVEMENT
Excerpt from my post 3/26/2003
There will be lulls that may make you anxious...keep the facts in front of you....we are not trading with a cloud over our head. Zacks didn't put a buy rating out because they think it's time to sell
There MAY perhaps be some gaps to fill causing some gut wrenching volatlity,but I do not see that as an issue at this point. We have removed that clouds that have kept us on the ground.
http://www.investorshub.com/boards/read_msg.asp?message_id=873152

MY MANTRA
--------- " look at your GAINS in 60 days"------------- not 6 months, not one year ------------60 days
most likely less then 60 days


As always your comments and thoughts are appreciated. Alley

[BondGekko]

sjratty, it is very simple, after the settlement, we formed a base around 19, the CC came out and everyone realized the 400 million was coming, the stock kept rising to 24, would have went higher before the 10k, however insider sales slowed us down, then the combination of 10k and huge insider sales made wall street and investors get nervous about the nok and samsung 400 million, otherwise we would have kept climbing to 30 and beyond

so now because of the massive selling and uncertain 10k, the stock will not move until we get nok news, then we get to 40 at minimum and probably higher