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Re: Barclays Capital Report ...

By: bim24 in IDCC | Recommend this post (0)
Sat, 28 Jul 12 10:22 PM | 275 view(s)
Boardmark this board | InterDigital Communications 		Msg. 45728 of 48237
(This msg. is a reply to 45727 by Rakitno)
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it doesn't really matter what any of these "analysts" are reporting, at least in the short 6-9 month term. it may or may not influence the stock price +/- a few points and all that does is temporarily change one's state of mind... unless one is trading.

the investors are clearly in a show me and the company is aware of that. produce and the stock price will follow. if not, no one can help investors, including these analysts reports.

win in court and watch the price. sell some patents along with securing a license and watch the price.

i would like to see at least two events happen before the oct trial:

1. sell the patents (for a comparable price to intel sale) and hopefully secure a license and/or some kind of running royalty via partership

2. resolve the tech solutions arbitration and secure the running royalty.

both the above should prop up revs.


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The above is a reply to the following message:
Re: Barclays Capital Report ...
By: Rakitno in IDCC
Sat, 28 Jul 12 9:09 PM 		Msg. 45727 of 48237

I have a hard time accepting the Sum of the Parts calc for Barclay's. If they are going to attach probabilities to revenue streams from potential licenses in fiscal 2013, then why do they refuse to apply probabilities to the planned sale of patents? The Company has identified this as a recurring revenue stream based upon their new strategy. Furthermore, they do not include the Intel sale in their Q3 analysis. If Barclay's want to ignore one time sales (which the Company identifies as a recurring stream going forward with their new strategy), in their revenue analysis why do they not treat the elevated legal expenses the same as they extrapolate these current elevated legal expenses from this year into fiscal 2013 resulting in a lower target price which affects their Price Target. This report is an example of an excel spreadsheet assignment completed without the assistance of a brain.


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