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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (16012)1/23/2000 8:54:00 AM
From: gdichaz  Respond to of 54805
 
Eric L: " As time goes on, I'm more and more positively impressed with IDC's fundamentals."

Curious. Because it is my looking at the fundamentals, no operating use anywhere in the world, nothing (to my knowledge) except lots of lawyers (and a patent portfolio) and very few technical experts, poor management, etc.etc. which has led me to reject IDC.

If you are impressed, and I will admit that I respect your judgement, what are the fundamentals that "impress" you now?

And do I understand that you are personally working on making the IDC website more robust and useful? Or did I misread?

Best.

Cha2



To: Eric L who wrote (16012)1/23/2000 9:22:00 AM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Eric L: Tilt. I just looked back and saw that the rave review of IDC was signed "Bill".

So this was "Bill's" opinion and I did misread - badly.

Found it hard to believe it was your opinion and therefore puzzled.

As I understand now, it is not - at least on its face.

Since I was wrong in my reading, what is your opinion (Eric L's) of the "fundamentals" of IDC.

Best.

Cha2

PS Realize you were just citing an example of hype.


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