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InterDigital, Inc. Message Board

  • gitreelonce gitreelonce Feb 10, 2012 5:50 PM Flag

    54 a share nothing to get excited about

     

    its above current levels.

    big deal.

    it isnt based on whats already been signed.

    several things have to happen to achieve that.

    it includes renewal of LG and samsung.
    LG has been going on for more than a year.
    every day they delay that, LG loses share to Samsung and apple, and with every passing day, the amount we will get from LG is reduced.

    hey, if we lose cafc, i dont see a samsung or lg renewal.

    i warned everyone about losing LG for over a year.

    ALL the Cheerleaders said dont worry about it, it will get done.

    well, its been expired for 14 months.

    they still brag about the deal in their shareholder presentation that was released 4 months after it xpired.

    mark my words. samsung will expire before they renew. (if they renew)

    it also includes future 4g and LTE revs.
    they expect that to add 22 a share.

    So with all the hype, with all the big talk by management and other big mouths, M partners says 54 a share.

    oh, and its nice that management spends time with them, and gives them insight that they didnt give us. i thought they had to tell everyone the same info at the same time.

    dont worry. IDCC has the most capable management they could ever need.

    ask any cheerleader

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