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Re: Data_Rox post# 244161

Thursday, 01/08/2009 4:10:54 PM

Thursday, January 08, 2009 4:10:54 PM

Post# of 432729
Don't hold your breath Data

I would LOVE a PR in about an hour !!!!!

I just called Janet Point to ask her what the expected time lag between Sammy agreement and PR (I don't know that she would've answered), but her message says that she's out of the office today. Just another tea leaf to throw in the cup.

Other thoughts...
On Heartland falling under 5%, it may be due to the fact that IDCC has gone up while most of their other holdings have gone down and it made IDCC too big a percentage of Heartland's holdings. Some funds have restrictions on that. Whatever IDCC was weighted six months ago probably doubled by year end.

On the RSU's, the amount sold to cover taxes looked to be 10-15% in most cases, which is nowhere near enough to cover federal, state and employment taxes on the earnings, so it seems that they weren't anxious to sell right now.

Frank

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