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Technology Stocks : Interdigital Communication(IDCC) -- Ignore unavailable to you. Want to Upgrade?


To: Manx who wrote (2836)12/17/1999 8:37:00 PM
From: HoodBuilder  Respond to of 5195
 
Did you folks really think the options traders were gonna let people make money on the over-inflated calls that were sold last week? Didn't you see how they commented on the implied volitility...if that isn't a recipe for a down move I don't know what is!



To: Manx who wrote (2836)12/19/1999 9:11:00 PM
From: Manx  Respond to of 5195
 
FROM Raging Bull:
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By: ernaw
Reply To: 21080 by jmspaesq
Sunday, 19 Dec 1999 at 8:44 PM EST
Post # of 21098

THE ATI T EQUATION AND HOW IT APPLY'S HERE. I work for the Advanced Timing
Internet(FUND GROUP) The fund is private, fully subscribed, and closed. Without going
into the T Equation, my job is to try and determine consumer driven market sentiment
as opposed to market driven market sentiment. Once, now twice in the last year I have
gone off message and couldn't resist getting involved in a message board.

This is my mistake. I have been told that trying to be rational with ardent backers of a
certain stock is similar to be adressing a bull in a bullpen with a red curtain unfolding
behind me. Plus measuring investor sentiment is only accurate when one doesn't add
their own opinion.

The only thing I was trying to say is that it is difficult to be objectice in regard to
something as subjective as stocks. Most professional and regular people in this
business believe in the power of analysis to determine what stock to buy. In that respect
the stock market is like organized religion with beautiful structures and alleged rules to
lent legitimacy to what is essentially faith.

Analysis is only 60% of the solution-the other 40% is timing. Timing is the correct
perception of what way the ever restless herd(us)is going to run. Depite all the
screaming pundits claiming to understand, very few do. For at best you combine
analysis with your own form of the T Equation. At ATI we rate stocks differently than any
other organization while relying on most of the same fundamentals.

Relating that to IDC I have come to the conclusion that it takes a lot of guts to buy this
stock. The people driving the bus do not have a destination, nor a roadmap, and their
license has expired.

Yet I agree with you that their patent infringement suit looks good(based upon what I
have been told by professionals.) However even gold has to be mined.

After checking with the President of our company-and being told to mind my own
business in a nice way) he issued the following statement, "WE WILL TAKE A LONG
POSITION IN IDC ON DECEMBER 20, 1999. WE RATE THE STOCK AS A STRONG
BUY,CR(CALCULATED RISK,5,short term attractive, long term uncertain). We rate
stocks differently than other organizations in some respects.

Finally to participate in this type of stock requires courage and the ability to surpress
successfully, anxiety and fear. I, at no time was trying to undermine anybody. I was just
looking at the stock the way our company does, with honesty, intelligence, and the belief
that nobody or no entity is infallible.

We do not have a website nor any plans to build one. Our next offering will be private
and not solicited. If anyone has any further comments please contact our public
relations officer at rory711@msn.com Thank you ernaw

(Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Hold)