Replies to post #23889 on InterDigital Inc (IDCC)

[0nceinalifetime]

Blue, you didn't demolish rmarchma's "central premise", LOL! Note that I don't agree that was, in fact, his central premise. The "central premise" you quoted was the following:

"It’s impossible to draw any valid conclusions from such a small sample............If you could come up with about 10 or so small-cap IPR technology companies with similar revenues to IDCC, like Rambus and ARMHY, then I would give much more credence to your study and conclusions."

You claim to demolish this by stating that there aren't more examples of similar small-cap IPR companies. His premise was simply that three companies was not enough to draw meaningful conclusions from, not that more existed that were excluded (note his use of the word "if"). Your claim that you "demolished" his premise has no basis.

Once

[quartzman0]

Blue:

For the past few days I have been reading of your support of more executive options for IDCC. I put together the data that Ronnie so kindly quoted that showns IDCC executives are over compensated. I do not buy you arguement that only IPR companies should be included. To me that's a red herring. Having been active in both product and IPR producing businesses, running a company with manufacturing, production facilities, inventories, hundreds of customers, product obsolescence, off shore mfg and suppliers, etc is almost infinitely harder than managing IPR.

So few comnpanies are solely IPR companies not because it is intrisically more difficult to manage, but because it is more exposed to alternative technologies instantly making one's IPR obsolete. (Just look at TD-SCDMA in China.)

Q