Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 396.59

+9.6%

9:30 AM EST

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To: nicmar who wrote (5125)	12/16/2011 11:03:57 AM
From: slacker711	1 Recommendation Read Replies (1) of 5195

Missed your usual contributions on the ihub interdigital board. I've just been on the sidelines. My assumption in July had been that management wouldnt have made the announcement without significant interest. However, as the deal dragged on I began to question whether management and potential acquirers would be able to agree on a price. The danger over the medium term is that if IDCC loses the CAFC ruling that investors will start looking at 2013 earnings without LG or Samsung. I really dont want to get "stuck" in IDCC for years while waiting for various court rulings. Who knows though? An adverse ruling in one of the many legal cases going on right now might change how much an acquirer is willing to pay. If Apple really does have pass-through rights to Samsung's 3G patents (via purchase of Qualcomm's chips), that would mean there is quite a hole in Samsung's patent defense. Slacker

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