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

To: HeatherN who wrote (3308)	1/12/2000 3:28:00 PM
From: buyhiman	Respond to of 5195

Perhaps if there is real potential with patent portfolio that may not be realized due to competency of management, IDC will be an easy takeover candidate. I have to believe that real value (if any) will be realized for shareholders, one way or another. Any comments? Time will tell. Meantime, it would appear most who heard or heard of the Goldberg interview were not adequately impressed to bid the stock up. Carlj Still long

To: HeatherN who wrote (3308)	1/12/2000 3:33:00 PM
From: Manx	Read Replies (1) \| Respond to 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