InterDigital Inc (IDCC)

[teecee]

usair,mcdonalds,gillette,coke,executive jet[particuarly good timing],general reinsurance[also particularly good timing]...these are the the stock picks of the "sage" over the last ten years...this equity portfolio would have you in the poor house...however...his leveraged bond portfolio has been lights out....i say....lets dispense w/ all the sage of omaha bullshit...and just revisit 1983 and load up on long term zero coupons[which have undoubtably been the best performing asset class of the last twenty years]...warren is in big trouble...bonds are running out of room to improve...his insurance business forces him out on the credit risk spectrum...and he couldnt pick a new stock if his life depended on it...of course he can always bamboozle some mgmt into giving him a sweetheart preffered deal [lvlt] so he can lend his "name" to the situation