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Looking pretty good now huh? I am glad you bought a bit for your portfolio. No, if you would just add IDCC we could really be friends :)

Cobra
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Hi Cobra,

Yeah, this one's turning out all right. I have to look back at their earnings and see if the margin degradation noted when I bought the position has slowed down or reversed itself. If it has, I'll have to consider increasing the position, though I will probably wait another quarter to see if any reversal is more of a sustainable trend rather than a one-quarter anomaly.

I still don't like the binary nature of InterDigital, though. Sorry. :-) Though I will admit that the Nokia decision is beginning to seem less and less important to the success of the company.

Cheers,
Jim
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