Replies to post #381580 on InterDigital Inc (IDCC)

[Data_Rox]

Pegatron

[jist1]

JimL, I agree that the market is likely to take a hit on bad employment numbers. I also think that the market will continue to go lower unless the FR comes to the rescue and reverses course and injects more liquidity. It stands to reason that if the market increased because of QE then it will decrease as it is removed. I think the FR is hoping for a miracle and that the market goes down slowly while they remove the punch bowl. Good luck with that. We all need it.
I am hoping and believe that we can get a nice boost from good news specific to Interdigital. The sooner the better.

[the trading doctor]

I agree with you Jim.

This board has repeatedly lamented how terrible the apple contract was and how we may make more money after it expires.

How can such substantial reduction in the share price be caused by apples low sales on the 5C? no way.

the stock has been down since we had a blow out qtr and really with the exception of a few days has been down continually

[slacker711]

As DR stated, Pegatron manufactures the 5C and is paying IDCC royalties on a per unit basis.

The question I was attempting to answer is why has the valuation fallen so low. Of course, a substantial problem is the lack of new licensees. However, I think one reason that the ex-cash valuation is even lower than previous falls is that the current per unit licensees are doing terribly.

Last fall, it was hoped that Pegatron might make up for the falls in Sharp, HTC, and Blackberry. The lower than expected sales of the 5C have hurt that possibility and I think that is extending the fall in valuation.



Slacker