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Technology Stocks : Interdigital Communication(IDCC)
IDCC 369.41-3.0%Nov 7 9:30 AM EST

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To: HeatherN who wrote (3308)1/12/2000 3:33:00 PM
From: Manx  Read Replies (1) of 5195
 
HeatherN: May be you are right in this (IDC) case----may be mangement does not matter. But, I think, QCOM owes everything (i.e., good portion) to its mangement (an enthusistic ex-MIT Prof. with a huge vision). It should not be too difficult for Goldberg to let go & get a dynamic CEO & other management team members for IDC.

I bought IDC at 5+ and added more (including today)---but, I became negative after hearing today's interview. In addition to IDC, I bought in QCOM while in double digits & triple digits as well. So, a re-evaluation of my position in telecommunication sector is due. In the light of what I heard today & new changes in the market (macroeconomic aspects), investor sentiments, my portfolio, timing...etc, I am making some changes to my position.

Regards,
ManX
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