Replies to post #22217 on InterDigital Inc (IDCC)

[0nceinalifetime]

Interesting find Arazihk. The author doesn't quite have all his facts straight but draws some interesting conclusions nevertheless. Thanks for posting that?

I was most surprised that after that rather comprehensive summary he didn't even mention the GSM Ericy agreement expires in 3 short years.

Once

[micromays2]

Arazihk - As I read this "analysis" of the company, I couldn't help but think that some news from KOP (Nokia/Samsung check in the mail/bank, Ericy 3G contract, ...) would obliterate most, if not all, of the doubts.

As always, the IDCC longs must be patient.

[randomwalk]

Brational affirms how profitable the licensing business model is while adding such revenues are declining for Q. My question to him would be: What was the share price performance of Q when those revenues were ramping up? Givin the relative size of the GSM/TDMA marketplace (4x CDMA)and the recency of IDCC's emergence as a player therein, why would a premium not be assigned to IDCC?
Rand