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Technology Stocks : Interdigital Communication(IDCC)
IDCC 381.56-3.9%3:59 PM EST

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To: JeffreyHF who wrote (5024)3/10/2009 9:32:56 AM
From: slacker711  Read Replies (1) of 5195
 
I would like to see them capable of signing agreements and renewals with the major players, that resemble those with less significant players - a cash lump sum, plus a unit based robust percentage royalty. Recent deals that are fixed fee, combined with forgiveness of past obligations and/or sales, don't present the same migration growth dynamic, and market confidence.

Absolutely agree, but the fact that they didnt with Samsung leads me to believe that this is never going to happen. IMO, that settlement ended the dreams of a gigantic return for IDCC shareholders.

OTOH, that doesnt mean that they arent undervalued. The Samsung agreement should set the paramaters for the Nokia agremeent and a renewal for LG. It wont be nearly as lucrative as IDCC management has portrayed ($1-$2 a unit), but even a range below a dollar a unit would make them quite a bit of money.

Slacker
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