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Re: loop: horse collar is a correct analogy...

By: amrwonderful in IDCC | Recommend this post (0)
Fri, 28 Oct 11 6:56 PM | 205 view(s)
Boardmark this board | InterDigital Communications
Msg. 43464 of 48237
(This msg. is a reply to 43463 by zzfan)

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like you I was so enthused with the earnings report...so I was tremendously disappointed with the analyst buzz kill.

But with the years that I have been in IDCC, I am used to the beating the shareprice has taken.

I looked at it as the chicken or the egg. IDCC was supposed to go down because the forces wanted it to go down...so it was going to go there one way or another.

The nice thing about a buyout is the price is the price...Not subject to some market analyst opinion.




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The above is a reply to the following message:
Re: loop: horse collar is a correct analogy...
By: zzfan
in IDCC
Fri, 28 Oct 11 6:50 PM
Msg. 43463 of 48237

Arm, I do not subscribe to any conspiracy theories. Barclays paid money for warrants exercisable well above the present price. I attribute this event to an analyst without an imagination. We have one analyst that is valuing the company based on a per patent modelo. We have others using the revenue/net earnings model. The truth is that the valuation of solid IPR companies has changed since Nortel and an analyst should take this into account when undertaking a new report. It is my belief that an analyst can report anything so long as his/her method is clearly explained within the four corners of the report. One of my deceased friends told me years ago to be careful what I wished for as I screamed about lack of analyst coverage. I know he got a good chuckle as he watched me kick a trashcan into submission yesterday morning. I heard the trash guys laughing this morning as they hauled it off.

MO
zzfan


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