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i didnt say they didnt bathe...just that they coat their bodies in duckfat
since there hasnt been a press release...choose your own category
it didnt stop sanyo from liscencing...and it didnt stop the yet unnamed company that signed up this week...whats a matter...the glass is back to half empty?....men of honour pay their debts...greasy europeans skirt their debts until they're collared
i like the price action...this stock has better days when it opens down
thats all i have so far...i dont really know what it was about...ill try to dig a little deeper and see if someone has access to the text...all i had was an indication of a story on bloomberg
what am i chopped liver...im a business man...ill take the cash...and let the consultants figure out how to "Please" wall street...in my conversation w/ harry..somebody stepped in and ask him about the details...i nudged harry and said..27myn is the main detail so far...he said...thats a lot of money
your complaining for the sake of complaining...idc has cfra sniffin around...they got flagged before...they are taking the time to get it right..calling in outside opinions and all[for which im sure some accountant will complain about the FEES]...give it a break...the POINT is they have the liscence...i sense some urgency because of the 3rd friday of a major expiration month
i thank god that he didnt make me an accountant...who are the only people on earth who can make a problem out of 27myn up front cash and an ongoing royalty stream!!!!...27myn is the largest upfront payment we've ever recieved
gman...it took 11 prints to fill my thousand share order at 17.50 this morning
bidders are starting to move up...lets see where the supply is now offered...CMON NEWS
starting to move away from 17.50..volume is a little better....sellers are moving up their offerings[thompsons]
just bot a thousand shares for my partner at 17.50....we got 9 [100] share prints a 61 share and a 39 share....there has to be some significance to that fill
you heard what howard said to us afterwards..."wall street has no concept of what this deal means to us"....imo....he was referring to the cdma2000 side of the equation..
yes i did...
124k block at 17.50 at 9.20am
stick to patent law
no it aint mr positive...we havent even released the details of sanyo yet
something out from cfra [center for financial research]...usually accounting related...at 8.32 am...last time this was part of a coordinated attack by the shorts
gman...this baby is strung tighter than ive ever seen it...the bollinger bands have completely collapsed into each other...we're kissin the upper band...i think she's gonna go w/ the next piece of news...its hard to see how its gonna be a bad piece of news...but ive said that before and had it put up my azz
malko..i know you said many years ago that the best place for idc was in front of ICA.....god i hope your right mi paisano...i like to fish too!!
sonic cmon lets give ourselves a break...at least we wound up 1.4 vs nas 2.0%...at one point today we were down w/ the nas up 20+...once we get some upgrades after they increase guidance..we'll get a little more attention....the one thing i know about wallstreet ...is that nothing gets their attention like increasing earnings...up until now...we could only talk about increasing earnings sometime in the future...now we can talk about next qtr and the qtr after that...lets face it...idc is never gonna be a stock that gets too far ahead of itself..except maybe ONCE
individual speculators have been washed out of idc...as well as institutional speculators...we are left w/ the value crowd [heartland value having doubled their position}...and its the value crowds dream to be given the opportunity to buy slow on a low volume drag...this group of buyers will not push the price
id love to know who the persistant seller is...better earnings prospects, new liscences ,mean nothing to these chaps...could be call sellers in the near months in front of nokia...could be,could be......im confused
you choose to HIDE behing generally accepted accounting principals...ill go the common sense route...you count the beans
jim...the real crime is the way he values the options at 15.99...he is trying to manipulate his followers...he tosses around black scholes ...like he even has a clue as to what underlies it and the assumptions necessary to make it work...several of the underlying assumptions are violated when it comes to company issued options,blackout periods,etc,etc....that make company granted options less valuable than "market options"...in addition his volatilty modeling by using current volatility is as wrong as could be...in the long run volatility of idc vs the mkt will be substantially lower...and in the very long run will be even lower than that...thereby further lowering the value of the option...perfesser marchma knows all this...but he is not trying to "teach" in this forum...rather his game is to manipulate mindshare
sammdog....of course he is...he just thinks its beneath him...nice seeing you at the asm....you made my day!!
ed...they can say anything they want...they can talk aboout the same rate for all flavors...its all words... there are "base rates" and there are "effective rates"...and you can bet the farm ...that a manufacurer w/ "crossliscencing power" is paying a lower "effective rate" than those who dont have "crossliscencing" power
i think one of the other recent liscencees uses qcom chips also...
now we're thinking...whether we like it or not...qcom is involved in this process...maybe this arbitration will turn out to be the big showdown between idc qcom and the "market leader"....qcom knows idc has to be taken care of one way or the other..you can take that to the bank
im drinking life...you should try it some time....positive thoughts lead to positive results......just remember...the critics have not built a single thing...except for the news media..
i was assured they were not "speed freaks " before i spoke to them..the last thing i want is in at 16 out at 18
yes ...you are correct...but the little known fact is that the arb is about the entire nokia contract...that means 2g triggers and 3g triggers......if one really wants to explore his mind...one can envision idc desiring a negative 2g trigger decision....only to be able to enforce their 3g trigger by way of nec sanyo sharp dominance in 3g...heck if nokia really works hard they can be the 4th largest 3g seller in 2004...surely the concept of mkt leader would take on a new significance to nokia
lets see...my brain is well lubricated at this point...it counts the most when the most people care what the score is...so at the current rate of 500k per day...basically nobody gives a sh1t...id say when we're trading 3 million shares a day...it'll count for more than next next month...hows that MR FORTuNE 50 BUSINESS EXPERIENCE.....now that i think of it is merrill lynch a fortune 50 business...whaddamy thinkin..at least 50 people have made a fortune a merril lynch...harry presses their pants
so jim..do you agree or disagree w/their decision to buy a coupla hundred thousand shares...theres always risk...i worry most about beta risk [the worlds a dangerous place]...but hey ..im an alpha kinda guy
i told her..when it gets to fifty ..give me a call...and ill make sure you sell some shares...trust me...it'll be here before you know it..and it will be a painless extraction....and she's such a hot chick..youll probably get some...sleep well tonite emilio..and give mary a kiss...btw..his daughter is beatifull too!!
im gonna take a break..its friday night...im too pumped up about idc right now!!
when you finish your reports...im gonna report on my conversation w/ your wife
i hope to sell to a "speculator" some day
do you think its that easy?...there are agendas here...among them
the shorts...riddle me this batman...how come nobody comes out and criticizes the company and says he's a short?...is it not more effective if the criticisms come from "within the family"[sic]
they aint a mess going forward...ill agree its a smorgasbord looking in the rear view mirror