I noticed OLED had a great day on Friday after earnings. I used to be in OLED(formerly PANL) back in the day and did well with it. The interesting thing to me is I see their market cap 2.3B while IDCC's is at 2.1B. I certainly an happy for OLED and its shareholders however it strikes me as another disconnect between IDCC and the market
OLED is projecting 200M in revenues for 2015 and has 325M in cash and 45M outstanding shares
IDCC is easily at 350M in revenues for 2015, and 750 net cash with 36M outstanding shares.
I'm not complaining about IDCC's shareprice today and I can only imagine once the Huawei arbitration is finalized we should be even higher. Just struck me that OLED was valued higher by 10% compared to IDCC with better financial metrics.