Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 342.70

-1.0%

9:35 AM EST

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To: w molloy who wrote (4355)	6/26/2000 3:29:00 PM
From: Frank	of 5195

molly, Perhaps I shouldn't intercede in the lively discussion you seem to be having with Gus. Its quite thoughtful and entertaining. Anyway, Gus seems to be making some interesting assumptions that, while a little out of line, appear, generally speaking, reasonable. Clearly, Gus's assumptions are those of an outsider, but are based on sound inferences. The thing I've found is most of the stuff in the 10K isn't obfuscation, but direction setting, further supported by the articles published and the recent meeting. The thing that gets me is how obvious these thing are and how correct analysis does yield a 3 - 6 month advantage over the market. Any day now we'll be getting the foreshadowing of things to come with the trial. It is just so exciting, I can't stand the anticipation of being right yet again. Good things come to those who wait.

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