To DannyD: Great post on Rmarchma's comments in msg# 28376 this morning. I especially wonder about his statement that my decision to sell will be based not upon my assessment of management, but upon my assessment of the underlying technology.
This appears to be a fairly common sentiment on this board, to which you replied that "the 'underlying technology' does not have a mandate to build shareholder value, management does." And you questioned the wisdom of his minimizing, if not ignoring, the critical role of assessing management performance in making a decision to sell.
What puzzles me somewhat is this: If Rmarchma has so minimal regard for the role of management in contributing to the realization of his well articulated "Fourteen Compelling Reasons to Buy IDCC", why has he invested so much time, effort and energy in trying to push a "reform of Management agenda"? Why such a pre-occupation with governance issues that have little to do with the "underlying technology"? This juxtaposition of word and deed somehow makes me think that Rmarchma is being somewhat disengenuous.
His formulating and posting of many "Concerns and Issues" that almost all deal with the failings and problems of Management, combined with his occasional efforts at activism and organizing on a grand scale, has stirred many people both on and off this board to complain about, criticize and confront Management on all sorts of issues we have all become familiar with, sometimes to the exclusion of almost any other topic, including the presumably all important "underlying technology".
What on earth is the point of all this management-focused effort, with all the friction, disharmony and distraction it generates, if he really believes that an assessment of management is not a significant factor in his decision to buy or sell IDCC? Can someone please explain this to me? The cognitive dissonance arising from my trying to square this circle is beyond my ability to dispel.
AI
Market Data 
Markets 
