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InterDigital, Inc. Message Board

  • oilman95762 oilman95762 Jan 7, 2012 1:18 PM Flag

    "The End" MUST Be Near....

    Or course I’m referring to the IDCC “strategic review”. It’s been nearly 6 months since the announcement and it would seem to most observers that no deal will come out of this process -- which is obviously the bear case. However, there is something hidden in here for the bulls.

    Those who have worked in the corporate world know that this kind of process is extremely disruptive to the organization and productivity. The best employees start looking for opportunity elsewhere, the rank-and-file hang around the water cooler discussing the latest rumors and recruiting new talent is on hold. Therefore, the BOD would not allow the process to go on indefinitely without some sense that there is a likely buyer still out there.

    As most posters know, IDCC is not just a list of existing patents like the remnants of Nortel. The company is an ongoing concern with a large group of engineers working on future patents. With so much mobile patent litigation going on now, I doubt that any company in the space wants to see IDCC remain independent for the long term.

    Disclosure: I’m long IDCC @ $46+. If the “strategic review” is ended without a deal, I plan to double down if there is an immediate selloff. Keep in mind, since the stock has tanked from $82 to $40+, it’s doubtful that there are many speculators left in the stock. Even without a deal, it’s unlikely that the stock will fall below the mid-$30’s. IMO

    Good luck to all longs!!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Like I said, the end WAS near!!

      Now, those who think IDCC is a good long term play should look for a bottom over the next several days for a good entry point. I plan to double down.

    • I don't care if you did not look at it.
      It has been useful to a few of us while the price was being manipulated.
      It has been useful to counter bs spins regarding Paulson or York.

      And what have you done for me? And what have your savy investors done for me? Nada, just nada. You are just a bunch of selfserving jerks

    • I don't care if you did not look at it.
      It has been useful to a few of us while the price was being manipulated.
      It has been useful to counter bs spins regarding Paulson or York.

      And what have you done for me? And what have your savy investors done for me? Nada, just nada. You are just a bunch of selfserving mas tur ba tors

    • I don't care if you did not look at it.
      It has been useful to a few of us while the price was being manipulated.
      It has been useful to counter bs spins regarding Paulson or York.

      And what have you done for me? And what have your savy investors done for me? Nada, just nada. You are just a bunch of selfserving mas turbators

    • I don't care if you did not look at it.
      It has been useful to a few of us while the price was being manipulated.
      It has been useful to counter bs spins regarding Paulson or York.

      And what have you done for me? And what have your savy investors done for me? Nada, just nada. You are just a bunch of selfserving wankers...

    • If my house was on fire, I would certainly prefer a bucket with a small leak compared to one with a large leak. That's if a bucket without a leak was not available. Hopefully I won't be kicking those buckets anytime soon.

    • Slick, you might be right, but there is another potential "risk event" that you seem to be ignoring.

      February 14th is the deadline for Q4 13F's, and as you point out, most large deal speculators are likely out of IDCC by now. That means that if the company has not made a definitive disclosure before then, there is a reasonable probability that we will learn that Paulson and York are out of IDCC as well.

      Disclosure of the Q3 13F's showing that Paulson and York had established IDCC positions resulted in a seven point (albeit short lived) rally. Accordingly, it would not be unreasonable to conclude that IDCC might experience an offsetting decline should it be made known that Paulson and York sold their shares during Q4.

      • 3 Replies to lindmeritage
      • Lind, as usual you are spinning BS.

        I post many times during the week the net share money flow, on an aggregated basis.

        There it can be seen that the net share money flow was positive during the 4th quarter. Therefore NO big shareholders exited IDCC, and if they did, their place was taken by other shareholders.

        This childish writing of yours based on pompous sounding hot hair writing + that characteristic inferiority complex of yours where you set the standard of what is reasonable is absurd.

        A positive net share money flow is what we all should look at and stop inferring what Paulson and York are doing.....

      • << you might be right, but there is another potential "risk event" that you seem to be ignoring. >>

        Key word is potential. You don't have a clue one way or the other.

      • Lind, you may be right, especially about Paulson. In view of the stock action in Q4, I suspect all of the big players are now out of IDCC. That's why I still think the downside risk is limited to mid-$30's, possibly the low $30's for a day or two as remaining speculators bail out.

        Unlike the other idiots on this board, my target for IDCC is quite modest ($60-$70). Those predictions of buyouts @ $100-$200 are totally ludicrous.

        BTW, how about a truce? Our continual tit-for-tat sniping does neither of us any good.

    • << Those who have worked in the corporate world know that this kind of process is extremely disruptive to the organization and productivity. The best employees start looking for opportunity elsewhere, the rank-and-file hang around the water cooler discussing the latest rumors and recruiting new talent is on hold. >>

      Generally, such a process is disrupting but I'm not sure it is extremely disruptive in this case.

      - all employees may be welcoming a buyout as they will be able to cash in their options early and for a good profit.

      - the best employees know they can find work anytime and may well be waiting to see who the buyer is. Google, Intel or Apple would be nice options for most employees.

      - the rank and file employees don't have much to discuss in the way of rumors. As we have seen, IDCC has done a good job of keeping a lid on things.

      - don't know about new recruiting. Has anyone checked job listings for IDCC?

 
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