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Technology Stocks : Interdigital Communication(IDCC)
IDCC 360.36+0.6%Nov 26 3:59 PM EST
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To: D.J.Smyth who wrote (3381)1/14/2000 11:32:00 AM
From: D.J.Smyth  Read Replies (1) of 5195
 
also, consider Rahm's report. For two years Rahm wrote reports on IDC that were generally less than 60 words in length giving little to no explanation for his hold. Suddenly when he decides to drop coverage (principally, I'm told, because of all the questioning email he was receiving) he writes a five page treatise - few of the statements of which were backed up with in depth facts - surface innuendos. Nor had MK updated information on their site in regard to IDC for two years. You can call this a fault of IDC for not requesting the information be updated (which they did), or you can put the blame squarely where it belonged - on Rahm's shoulders. I'm convinced IDC became a personal issue with him and not an analytical one. No one is perfect; but we never received anything of value from Rahm's office other than a few leads in regard to the ERICY case with IDC.

In the last conference call Rahm would only ask about potential Ultraphone Inventory problems at IDC - a fact which everyone knew was very insignificant (two vendors were fighting over who got the remaining Ultraphone Inventory - because Ultraphone was growing in popularity with the end user in Nambibia). Why was he so concerned about this and not about more relevant issues?
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